To prepare for tax season, there are a few deadlines you should know. In early 2024, we’ve listed important upcoming deadlines to prepare for the 2023 Tax Year filings. Have questions? Schedule an appointment with us — in person, by phone, or by Zoom, whichever is most convenient for you …
What’s New in 2023
There are many new changes from the IRS for tax year 2023. Read about the tax bracket changes, standard deduction increase, capital gains thresholds, and see how they compare to 2022. Seven things you should know to plan for next April 2024 for filing your tax return and maximizing …
Proactive Year-end Tax Planning for 2022 and Beyond
Other than some IRS inflation adjustments, calendar year 2022 has brought limited changes in tax laws for individuals. Many of the provisions that were passed in bills like, The Inflation Reduction Act of 2022, affected corporations, such as the corporate minimum tax of 15% for corporations …
Cryptocurrency Taxes and Reporting
Your cryptocurrency transactions have tax implications, and reporting correctly to the IRS is very important in 2022. We’ve put a quick guide together for you to get set up to protect yourself. We are happy to answer questions on crypto to maximize your return. Read about how to track your transactions, Bitcoin, Ethereum, staking, DeFi, NFTs …
Join Us for Our Financial Strategy Workshop March 2022
Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax reduction strategies and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Proactive Year-end Tax Planning for 2021 and Beyond
2021 has been an unusual year and there is still major legislation being discussed that could have an effect on your taxes. It is the first year of a new administration, so investors should consider taking into consideration the impact of possible future tax strategies. This report includes information on …
Income Tax Key Numbers 2021-2022
We’ve summarized income tax brackets and details for you, for the tax year 2021 and filings in 2022. You can compare rates for both tax years 2021 and 2022 to see the rate changes you can expect for next year. We also provide tax services for cryptocurrency …
Market Volatility: A Part of the Investment Experience
Market volatility is a part of the investment experience and seasoned investors understand that acting emotionally can be more harmful than helpful. It is always appropriate to understand and prepare for market volatility and downturns, even when markets are going up. Investors should not let …
Join Us for Our Financial Strategy Workshop
Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax-smart retirement planning and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …