by Randy Luebke | Jul 22, 2020 | Blog Posts, CPA/Tax Provider
5 Things You Need To Know About The SECURE Act The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. The SECURE Act, passed in...
by Randy Luebke | Jul 20, 2020 | 1-Financial Independence Planning, Blog Posts, CPA/Tax Provider, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan
Estate Planning How To Start The Family Caregiving Discussion Amanda Chase Nobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation now and get a plan in place...
by Randy Luebke | Jul 14, 2020 | Blog Posts, CPA/Tax Provider
How To Get Tax Savings On Charitable Contributions After 2018 Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts—even if they decide to take the newly increased standard deduction....
by Randy Luebke | Jul 7, 2020 | Blog Posts, CPA/Tax Provider
IRS Throws Salt in the SALT Deduction Limit Wound The Tax Cuts and Jobs Act of 2017 introduced a limit for deductions on state and local taxes. Some states hoped to get around that through charitable contributions. But the IRS says no. In August of 2018, the IRS...
by Randy Luebke | Jun 23, 2020 | Blog Posts, CPA/Tax Provider, Financial Edification
The SECURE & CARES Act’s Impact On Retirement What Your Client’s Need To Know Now The Setting Every Community Up for Retirement Enhancement (SECURE) Act single-handedly upended many long-standing retirement rules when it became effective on January 1,...
by Randy Luebke | Jun 16, 2020 | 4-Tax Planning, Blog Posts, CPA/Tax Provider, Financial Edification, The 4 Essential Elements, The 4x4 Financial Independence Plan
Key Tax Changes From The Tax Cuts And Jobs Act As financial professionals, we all have to deal with the fallout of the Tax Cuts and Jobs Act, so I’m enclosing a very handy reference card that I send to all of my clients which, I thought you might find beneficial as...
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