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.
Webinar: Navigating The Proposed Tax Changes
Category: Financial Planning » Taxes
There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Taxes
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Iowa Income Tax Changes Have an Impact in 2022
Category: Financial Planning » Taxes
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Taxes
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.
Webinar: Navigating The Proposed Tax Changes
Category: Financial Planning » Taxes
There are a lot of unanswered questions about the newly proposed tax bill under the current administration. In this webinar, we explored the implications of the new proposals on your finances.
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Taxes
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Iowa Income Tax Changes Have an Impact in 2022
Category: Financial Planning » Taxes
One of the significant changes in the tax reform bill signed by Governor Reynolds on March 1, is the eventual elimination of federal tax deductibility for determining taxable income. Iowa was one of the few remaining states that allowed taxpayers to deduct federal taxes to determine their state income taxes.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning » Taxes
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.
Important Updates on IRA Tax Reporting
Category: Financial Planning » Taxes
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
The Invisible Tax
Category: Financial Planning » Taxes
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
The Gift of Financial Success
Category: Financial Planning » Taxes
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
Preparing Your Own Tax Return: Is It Worth It?
Category: Financial Planning » Taxes
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.