Tax Loss Harvesting
Tax Loss Harvesting: How to reallocate capital and save on taxes this year! Tax loss harvesting is a powerful strategy to help you manage your… Read More »Tax Loss Harvesting
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Joshua Duvall
The New Trump Investment Accounts (And Why You Need One)
The New Trump Investment Accounts (And Why You Need One) If you are looking for a powerful way to jumpstart your child’s financial future, you… Read More »The New Trump Investment Accounts (And Why You Need One)
Backdoor Roth contributions for High Income Earners with BIG IRAs!
Backdoor Roth contributions for High Income Earners with BIG IRAs! Joshua Duvall, CFP®, CTC explains how high-income earners can execute backdoor Roth IRA contributions despite… Read More »Backdoor Roth contributions for High Income Earners with BIG IRAs!
2025 Tax Filing Update
2025 Tax Filing Update The 2025 tax filing season is right around the corner! Learn more about our process, and what it takes to become… Read More »2025 Tax Filing Update
Tax Strategies to Implement Before Year-End
Tax Strategies to Implement Before Year-End Joshua Duvall, CFP®, CTC discusses six key tax strategies you still have time to implement before the end of… Read More »Tax Strategies to Implement Before Year-End
How the One Big Beautiful Bill Act (OBBBA) Impacts Your Taxes
How the One Big Beautiful Bill Act (OBBBA) Impacts Your Taxes Joshua Duvall, CFP®, CTC discusses some of the key provisions of the OBBBA for… Read More »How the One Big Beautiful Bill Act (OBBBA) Impacts Your Taxes
It’s Time for Tax Planning (2025)
It’s Time for Tax Planning (2025)! Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, walks through the latest update to the customized client tax… Read More »It’s Time for Tax Planning (2025)
Is Now the Time to Buy?
Is Now the Time to Buy? Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, discusses the current correction/bear market in the SP500, how to… Read More »Is Now the Time to Buy?
Understanding the Trump Tariffs
Understanding the Trump Tariffs Certified Financial Planner™ and Chartered Tax Consultant, Joshua Duvall, shares his insight and background on the current market reaction to the… Read More »Understanding the Trump Tariffs
Navigating Your Taxes
Navigating Your Taxes As tax season approaches, the complexity of tax laws can often feel overwhelming. At Duvall Wealth & Tax Planning, we’re here to… Read More »Navigating Your Taxes