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Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Jul 13, 2022
Should I Contribute To My Roth IRA Vs My Traditional IRA?
When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?
Mar 23, 2022
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities
Mar 14, 2022
Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
The QBI (Qualified Business Income) deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI
Feb 22, 2022
Should I Roll Over My Dormant Traditional 401k
Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...
Feb 14, 2022
Pay Stub Review
A pay stub is a valuable source of information when building financial models and evaluating cash flow.
Jan 25, 2022
What issues should I consider to fund my child's college education?
This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund