---
title: The Latest from Birchwood Financial Partners | Taxes
description: Taxes |
---
[](https://www.birchwoodfp.com/)
Phone: [952-885-9088](tel:19528859088)[](https://cta-redirect.hubspot.com/cta/redirect/3811900/47770b11-5936-41e0-b9cf-9b391581cd7a)
Phone: [952-885-9088](tel:19528859088)
[](https://cta-redirect.hubspot.com/cta/redirect/3811900/47770b11-5936-41e0-b9cf-9b391581cd7a)
# Financial Insights Blog
- Share
- [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.birchwoodfp.com/tag/taxes)
- [**](https://twitter.com/intent/tweet?url=https://blog.birchwoodfp.com/tag/taxes)
- [**](https://plus.google.com/share?url=https://blog.birchwoodfp.com/tag/taxes)
- [**](https://www.linkedin.com/shareArticle?url=https://blog.birchwoodfp.com/tag/taxes)
- [**](https://pinterest.com/pin/create/button/?url=https://blog.birchwoodfp.com/tag/taxes&media=)
- [**](mailto:?body=https://blog.birchwoodfp.com/tag/taxes)
[ ](https://blog.birchwoodfp.com/preparing-for-tax-season)
## [Preparing for Tax Season: What To Do Before Tax Day 2026](https://blog.birchwoodfp.com/preparing-for-tax-season)
[Birchwood Financial Partners](https://blog.birchwoodfp.com/author/birchwood-financial-partners)
Jan 15, 2026 12:34:04 PM
This article was updated in January 2026 to reflect current IRS deadlines, tax-form delivery timelines, and filing protocols. With the holidays...
[Read More](https://blog.birchwoodfp.com/preparing-for-tax-season)
[ ](https://blog.birchwoodfp.com/multigenerational-financial-planning)
## [Multigenerational Financial Planning](https://blog.birchwoodfp.com/multigenerational-financial-planning)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Aug 15, 2024 7:45:00 AM
Do your personal goals include leaving a financial legacy for future generations? Multigenerational financial planning is an essential strategy to...
[Read More](https://blog.birchwoodfp.com/multigenerational-financial-planning)
[ ](https://blog.birchwoodfp.com/simplify-your-financial-life)
## [Simplify Your Financial Life](https://blog.birchwoodfp.com/simplify-your-financial-life)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Aug 8, 2024 8:00:00 AM
Whatever your age or stage in life, managing your finances can often feel overwhelming. Whether you are in your 30s or 40s, or approaching...
[Read More](https://blog.birchwoodfp.com/simplify-your-financial-life)
[ ](https://blog.birchwoodfp.com/tax-guide-women)
## [Tax Guide for Women Who've Had a Major Life Change](https://blog.birchwoodfp.com/tax-guide-women)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Feb 29, 2024 11:09:16 AM
Life is full of twists and turns, and we may find ourselves facing significant life changes that impact our financial well-being. These events often...
[Read More](https://blog.birchwoodfp.com/tax-guide-women)
[ ](https://blog.birchwoodfp.com/standard-deduction-versus-itemized-deduction)
## [Standard Deduction Versus Itemized Deduction: Which Makes Sense For You?](https://blog.birchwoodfp.com/standard-deduction-versus-itemized-deduction)
[Dana Brewer, CFP®](https://blog.birchwoodfp.com/author/dana-brewer-cfp)
Dec 22, 2023 9:00:00 AM
In 2017, congress passed the Tax Cuts and Jobs Act (TCJA), nearly doubling the standard deduction. This change to the tax filing system benefits most...
[Read More](https://blog.birchwoodfp.com/standard-deduction-versus-itemized-deduction)
[ ](https://blog.birchwoodfp.com/strategic-philanthropy)
## [Strategic Philanthropy: 4 Strategies for Maximizing Tax Benefits](https://blog.birchwoodfp.com/strategic-philanthropy)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Nov 24, 2023 10:00:00 AM
Whether it's bundling your donations in one year rather than over two, or figuring out the right year to start making major donations, there are some...
[Read More](https://blog.birchwoodfp.com/strategic-philanthropy)
[ ](https://blog.birchwoodfp.com/gift-taxes-and-navigating-the-maze-of-money-assets-stocks-and-more)
## [Gift Taxes and Navigating the Maze of Money, Assets, Stocks, and More](https://blog.birchwoodfp.com/gift-taxes-and-navigating-the-maze-of-money-assets-stocks-and-more)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Nov 16, 2023 12:49:06 PM
Let’s talk about gifts–not just those wrapped in fancy bows but the ones involving stocks, property, and even art. Delving into the world of...
[Read More](https://blog.birchwoodfp.com/gift-taxes-and-navigating-the-maze-of-money-assets-stocks-and-more)
[.jpg) ](https://blog.birchwoodfp.com/retirement-income-strategies-before-social-security-and-rmds-kick-in)
## [Retirement Income Strategies Before Social Security and RMDs Kick In](https://blog.birchwoodfp.com/retirement-income-strategies-before-social-security-and-rmds-kick-in)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Oct 19, 2023 4:32:19 PM
Retirement–the long-awaited time in our lives when we can finally relax, explore our passions, and enjoy the fruits of our labor.
[Read More](https://blog.birchwoodfp.com/retirement-income-strategies-before-social-security-and-rmds-kick-in)
[ ](https://blog.birchwoodfp.com/secure-act-2.0-how-high-income-people-are-affected)
## [SECURE Act 2.0: How High-Income People are Affected](https://blog.birchwoodfp.com/secure-act-2.0-how-high-income-people-are-affected)
[Bridget Handke, CFP®, CAP®](https://blog.birchwoodfp.com/author/bridget-handke-cfp-cap)
Feb 23, 2023 12:00:00 PM
Congress passed SECURE Act 2.0 in December of 2022. There are over 100 provisions of the act, and it affects people from all walks of life. This...
[Read More](https://blog.birchwoodfp.com/secure-act-2.0-how-high-income-people-are-affected)
[ ](https://blog.birchwoodfp.com/year-end-financial-checklist-to-stay-on-track)
## [Year-End Financial Planning Checklist and Moves to Stay on Track](https://blog.birchwoodfp.com/year-end-financial-checklist-to-stay-on-track)
[Damian Winther, CFP® CSRIC®](https://blog.birchwoodfp.com/author/damian-winther-cfp)
Dec 1, 2022 7:15:00 AM
With year-end quickly approaching, we encourage our clients to take advantage of key financial planning moves to stay on track. Whether you are a...
[Read More](https://blog.birchwoodfp.com/year-end-financial-checklist-to-stay-on-track)
[Next >](https://blog.birchwoodfp.com/tag/taxes/page/2)
*Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.*
*All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.*
### Search Our Blog
### Posts by Tag
- [Investment Management (50)](https://blog.birchwoodfp.com/tag/investment-management)
- [Retirement (50)](https://blog.birchwoodfp.com/tag/retirement)
- [Suddenly Single (39)](https://blog.birchwoodfp.com/tag/suddenly-single)
- [Cash Flow and Budgeting (36)](https://blog.birchwoodfp.com/tag/cash-flow-and-budgeting)
- [Estate & Legacy Planning (35)](https://blog.birchwoodfp.com/tag/estate-legacy-planning)
- [Market Insight (35)](https://blog.birchwoodfp.com/tag/market-insight)
- [Bridget Handke (29)](https://blog.birchwoodfp.com/tag/bridget-handke)
- [Dana Brewer (25)](https://blog.birchwoodfp.com/tag/dana-brewer)
- [Taxes (25)](https://blog.birchwoodfp.com/tag/taxes)
- [Damian Winther (20)](https://blog.birchwoodfp.com/tag/damian-winther)
- [Rachel Infante (18)](https://blog.birchwoodfp.com/tag/rachel-infante)
- [Socially Responsible Investing (SRI) (17)](https://blog.birchwoodfp.com/tag/socially-responsible-investing-sri)
- [Steve Dixon (14)](https://blog.birchwoodfp.com/tag/steve-dixon)
- [Charitable Giving (13)](https://blog.birchwoodfp.com/tag/charitable-giving)
- [Kimmie Andrews (12)](https://blog.birchwoodfp.com/tag/kimmie-andrews)
- [Education Planning (11)](https://blog.birchwoodfp.com/tag/education-planning)
- [Kay Kramer (5)](https://blog.birchwoodfp.com/tag/kay-kramer)
- [Cybersecurity (3)](https://blog.birchwoodfp.com/tag/cybersecurity)
- [Brayden Kelly (1)](https://blog.birchwoodfp.com/tag/brayden-kelly)
- [Growing Wealth (1)](https://blog.birchwoodfp.com/tag/growing-wealth)
- [Kayla Berceau (1)](https://blog.birchwoodfp.com/tag/kayla-berceau)
[See all](https://blog.birchwoodfp.com/tag/taxes/page/1#)
[](https://www.birchwoodfp.com/)
[Home](https://www.birchwoodfp.com)
[WHO WE ARE](https://www.birchwoodfp.com/about)
[WHO WE SERVE](https://www.birchwoodfp.com/who-we-serve)
[WHAT WE PROVIDE](https://www.birchwoodfp.com/solutions)
[DOWNLOADABLE GUIDES](https://info.birchwoodfp.com/resources)
[blog](https://blog.birchwoodfp.com)
[Contact Us ](https://www.birchwoodfp.com/contact-us)
[Form CRS](https://info.birchwoodfp.com/form-crs)
[Forms ADV](https://info.birchwoodfp.com/adv)
[PRIVACY POLICY](https://info.birchwoodfp.com/privacy-policy)
[5601 Green Valley Dr., Ste 600](https://maps.app.goo.gl/EbBNRPP4sFfkeYZd8)
[Bloomington, MN 55437](https://maps.app.goo.gl/EbBNRPP4sFfkeYZd8)
Phone: [952-885-9088](tel:19528859088)
Email: [info@birchwoodfp.com](mailto:info@birchwoodfp.com)
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IA, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners, Inc. All links have been provided only as a convenience.
© 2026 Birchwood Financial Partners. All Rights Reserved.
[Disclaimer ](https://www.birchwoodfp.com/disclaimer)[Legal, privacy, copyright and trademark information](https://www.birchwoodfp.com/legal-privacy-copyright-and-trademark-information)