Raising Kids, Lowering Taxes
Category: Financial Planning » Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Tips to Help Keep You on Track for Your Financial Goals
Category: Financial Planning » Taxes
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Taxes
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Life is Full of Taxes
Category: Financial Planning » Taxes
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Vaccine for Physician Pocketbooks
Category: Financial Planning » Taxes
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
What Tax Documents Do Investors Need to File?
Category: Financial Planning » Taxes
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
Hiking Through the Financial Wilderness
Category: Financial Planning » Taxes
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Let’s Defrost Taxing Relationships
Category: Financial Planning » Taxes
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Have You Considered a Cash-Balance Plan?
Category: Financial Planning » Taxes
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
Raising Kids, Lowering Taxes
Category: Financial Planning » Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Tips to Help Keep You on Track for Your Financial Goals
Category: Financial Planning » Taxes
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning » Taxes
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Life is Full of Taxes
Category: Financial Planning » Taxes
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.
Vaccine for Physician Pocketbooks
Category: Financial Planning » Taxes
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.
What Tax Documents Do Investors Need to File?
Category: Financial Planning » Taxes
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
Hiking Through the Financial Wilderness
Category: Financial Planning » Taxes
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Let’s Defrost Taxing Relationships
Category: Financial Planning » Taxes
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Have You Considered a Cash-Balance Plan?
Category: Financial Planning » Taxes
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
CARES Act Q&A
Category: Financial Planning » Taxes
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Year-End Opportunities & Cautions | Financial Perspectives
Category: Financial Planning » Taxes
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
Pay Me Now or Pay Me Later | Financial Perspectives (In a Minute)
Category: Financial Planning » Taxes
While this year has had its share of negative financial news, there might be one opportunity to pay some taxes now in order to save some money on taxes later. This week, Kent Kramer walks us through Roth IRA conversions.