As the year winds down, Congress has been feverishly working to pass its final tax bill, the “Tax Cut and Jobs Act.” With the passage of the bill in both the House and Senate this week, the signing of the...
Learn MoreEven tax returns that are professionally prepared often have errors and omissions that may cause you to miss out on some valuable deductions. Having just made it through the 2016 tax season I want to share...
Learn MoreThose who experience a job transition (voluntary or involuntary) often have income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments, accrued...
Learn MoreIf you expect your tax rate this year to be less than what it will be after you are 70½, consider a Roth IRA conversion. You will pay income tax on the funds you convert from a traditional IRA, but it...
Learn MoreWhen I first set up my financial planning practice two years ago, I decided to obtain the Enrolled Agent designation from the IRS so that I could offer tax preparation services as a value add for my financial...
Learn MoreThose who experience a job transition (voluntary or involuntary) often have annual income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments,...
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