2020 Portfolio Review and Market Update

2020 Portfolio Review and Market Update

Retirement Planning 2020 Portfolio Review and Market Update As an Independent Fiduciary Advisory, we at Lifetime are very proud to work with Synergy Financial Management as our primary investment management firm.  We are also fortunate to have Synergy’s President, Joe...
The Smart Tax Planning Newsletter January 2021

The Smart Tax Planning Newsletter January 2021

Tax Planning The Smart Tax Planning Newsletter January 2021 Every month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month’s Newsletter We Review: New Forgiveness Rules...
Bitcoin: New IRS Cryptocurrency Guidance

Bitcoin: New IRS Cryptocurrency Guidance

Tax Planning Bitcoin: New IRS Cryptocurrency Guidance The IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold cryptocurrency and didn’t report it on your tax return. Here are the tax basics. You’ll treat cryptocurrency as...