Opting out of Filing Form 1041 For Grantor Trust
Most tax practitioners would agree that filing a 1041 return for a grantor trust is redundant and is a waste ofContinue Reading
Category: Financial Planning
2019 Tax Planning For Non Cash Charitable Contributions
After the passage of the Tax Cuts and Jobs Act of 2017 (TCJA) it’s estimated that 90 percent of taxpayersContinue Reading
Why is My Federal Refund Lower Than Last Year?
Changes to the tax code may mean smaller refunds.
What’s in My 401(k): have you asked yourself these 5 questions?
Do you own a 401(k)? Well be sure to know the answer to these 5 questions.
How Does Having a Kid Impact Your Taxes in 2018?
As a parent or perspective parent, make sure you take advantage of all the new tax law changes made in 2017!
Retirement 101: 5 Ways Young Professionals Can Get Started
How do you start investing?
5 Financial Mistakes You Don’t Want To Make After College
If you are a recent college graduate then you should make sure you are not making any of these mistakes.
2018 Tax Change Clarification
Some major tax law changes that went into effect include the updated income tax brackets, the increased standard deduction, and the cap on the real estate tax deduction.
Double Your Family’s Retirement Savings With a Spousal IRA
A Spousal IRA may be right for you if your family only has one income earner.
Saving for College
Should you save for retirement or pay for your kid’s college degree?