Birthday Milestones Present Special Tax and Investment Questions to Consider

Birthday Milestones Present Special Tax and Investment Questions to Consider

Key Birthdays Birthday Milestones Present Special Tax and Investment Questions to Consider Let’s make sure that all of us retire as well as we possibly can and make those “golden years” that much more enjoyable.  Certain milestones in our lives present special tax and...
8 Reasons Not To Do a Roth Conversion

8 Reasons Not To Do a Roth Conversion

Tax Planning 8 Reasons Not To Do a Roth Conversion The Roth IRA is an incredibly effective tool that can save clients lots of taxes down the road. Nevertheless, a Roth is not right for every situation, all of the time. Consider these potential disadvantages before you...
Key Changes to the Tax Cuts & Jobs Act

Key Changes to the Tax Cuts & Jobs Act

Tax Planning Key Changes to the Tax Cuts & Jobs Act While the New Tax Cuts and Jobs Act has been in effect for the past few years now. It is smart to review the changes every year as your tax situation may be different. Certain areas such as deductions and estate...
Creating a Financially Organized Life

Creating a Financially Organized Life

Creating a Financially Organized Life Here’s how to get a jump-start on creating a system to organize your bills, statements, policies, and other financial paperwork. Financial organization is a cornerstone of a healthy financial life.  At the most basic level,...
Beating the IRS

The Smart Tax Planning Newsletter February 2020

The Smart Tax Planning Newsletter Every month we provide you with a fairly detailed review of several important Tax Topics. Scan through the highlighted topic noted below.  This Months Edition Includes… Use Your Business to Maximize Charitable Donations Eight...