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Creative Planning > Zach Cox

Zach Cox

Tax, Partner

Articles by Zach Cox

2026 State Estate and Inheritance Taxes: What You Need to Know

Gift Tax Rules and Strategies for 2025: Annual Exclusion, Lifetime Exemption and Planning Insights

Selling Your Home?

Year-Round Tax Planning

7 Commonly Missed Tax Deductions You Shouldn’t Ignore

How Tax Planning Works — and Why It’s Not Just Preparation

2025 SALT Deduction Cap Bill – What Taxpayers Need to Know

The Rules of Gifting for the Season of Giving

Year-End Tax Strategies That Matter: Smart Moves to Make Before the End of 2025

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