It’s almost 1099 Season! Time to Get Ready
As the end of the year quickly approaches, the January 31, 2019, 1099-MISC filing requirement is on the horizon.
IRA/ROTH IRA
Unclaimed IRAs are taxable???
Last summer I wrote a blog entitled, “So You Are Changing Jobs, Are You Forgetting Something?
Planning to Retire? Here Are Some Dates To Remember
You may or may not know your retirement date, or whether you intend to retire early or continue working as long as you can.
Year-End Planning With Losses Can Save Taxes
Yearend planning with losses may seem like a whole lot of work for nothing, but different categories of losses have different hoops you have to jump through, so understanding the rules is key to getting the most out of your losses.
2017 Year-End Planning: Form 1040 Update
It’s that time of year again when individual tax planning for the current year is key. When reviewing your 2017 year for tax planning, it is important to know the changes and updates to Form 1040 which could have an impact on the amount you pay in taxes.
Avoiding The 10% Early Distribution Penalty on IRA Withdrawals
Stashing away the maximum amount into your IRA each year is retirement planning rule 101.
A Framework For Fixing Our Broken Tax Code
On September 27th, the Trump Administration, along with the House Ways and Means Committee and the Senate Committee on Finance released a unified framework for fixing our tax system.
An Introduction to Generation-Skipping Transfer (GST) Tax
When most people think about what will happen to their assets after they’ve passed, they envision everything going first to their spouse and then to their children.
Do you have a first time college bound student? Learn more about the American Opportunity Tax Credit now as an upcoming tax strategy.
Are you the proud parent of a recent high school graduate? Are you preparing for your son or daughter’s college move-in day?
Changing Jobs? Are You Forgetting Something?
We live in an ever changing world. Some areas which will most likely change many times during your lifetime include your car, job, the place where you live, your hobbies, your relationships with others, and even the organizations you associate with.