Webinar Recording: A Guide to Low Taxes in Retirement
Part of what makes retirement planning work is the gains you can make while investing over your lifetime. But if you lose much of those gains to taxation, you won’t […]
Understanding Your Tax Bracket
Your income is divided into tax brackets. Understanding which bracket your income falls into can help you see how to minimize taxes.
Webinar Recording: Investing in your TSP in the Current Market
Federal employees often have a TSP (thrift savings plan) instead of a 401(k) for their retirement savings. But many TSP holders are seeing a dip in their investments in the […]
Webinar Recording: Living in Uncertain Times: How Principles of Mindfulness Can Help
Recent years have brought many challenges. One tool in surviving unpredictable obstacles is having the right mindset. This webinar will address self-image, growth mindset, setting goals, and more. Debbie Elder, […]
Webinar Recording: Opportunity Zone Investments
In order to encourage development in economically disadvantaged areas, the federal government has granted certain tax benefits to investors who develop them. By investing in projects to develop these zones, […]
Webinar Recording: The Market Through the Lens of Today’s Headlines – and What to Do About It
Few people five years ago expected the economy to be in this state, and many portfolios weren’t prepared. Yet watching the news too closely can result in fear, anxiety, and […]
Webinar Recording: How Does a Financial Advisor Get Paid and How Do They Add Value?
One of clients’ chief concerns when considering hiring a financial advisor is cost. Many people are confused about how advisors are compensated and what each offers for their fees. This […]
Webinar Recording: Inflation: Your Money and Your Future
In the past year, inflation has increased to historically high levels, which has a devastating effect on everything from the price of gas to the value of individual savings accounts. […]
Webinar Recording: Exit Your Business Tax Smart
With the sale of a business, owners may hope to fund their retirement, donate to charity, or pass on wealth to heirs. Smart tax strategy can make it possible to […]
Webinar Recording: 401K Rollovers for Individuals Nearing Retirement
For a variety of reasons, funds in one retirement account may need to be moved to another account. What are the options, and the pros and cons of each? This […]
Webinar Recording: Understanding your Federal Employee Retirement Program
As a federal employee, you may be confused about your retirement benefits. Fully understanding your pension, TSP, and Social Security benefits will make you feel confident as you face the […]
Webinar Recording: Taxes in Retirement
Some retirees may find that in difficult times, tax strategy makes a big difference in how much they have available to live on. This webinar addresses reducing taxes, maximizing Social […]
How to Pay Taxes If You’re a Writer
Tax time can be confusing for everyone, but especially so if you write for a living. It never hurts to expand your understanding.
How to Give Gifts Without Paying Taxes
When you give large amounts of your estate to a friend or family member, there are a few tax limitations you’ll have to consider.
Should I Itemize My Deductions?
Should you itemize your deductions, or take the standard deduction? The short answer is, you should claim whichever deduction is bigger.
Tax Smart Investing
The investment choices you make can have a significant impact on the amount of taxes you owe.
Reporting Your 2021 Advance Child Tax Credit
If you have children, you probably received monthly advance payments of your child tax credit throughout the latter half of 2021.
How to Choose Charities to Support
The end of the year is a popular time for giving. Not only is it a major holiday season for many people, but it’s also the last chance to add […]
Taxes for Military Service Members
Taxes are yet another area where those in the military have it a little more complicated than others.
Webinar Recording: The Employee Retention Credit
During 2020, small businesses which received Paycheck Protection Program (PPP) loans were not eligible to claim the Employee Retention Tax Credit (ERTC or ERC) as well. But for 2021, this […]
Webinar Recording: When Do I Need a CPA and When Do I Need a Financial Planner?
Both accountants and financial planners are crucial parts of a financial team, but their areas of focus are very different. Expecting one to do the job of the other won’t […]
Webinar Recording: S Corporation or LLC? Choosing Your Small Business Entity
Small businesses can be structured in several different ways, the most popular of which are the LLC (limited liability company) and the S corporation. Each comes with its own benefits […]
Taming the File Pile: Which Documents to Keep
Do you know which documents you should keep? If not, read on to find out how you can tame the paper piles while staying financially prepared.
How to Pay Taxes For a Babysitter
When you hire a nanny or babysitter as a regular employee, you are legally required to pay taxes.
Webinar Recording: Tax Considerations in Estate Planning
One of the largest concerns people have about handing down their legacy is sparing as much as possible of the tax burden on their heirs. Changing tax law can make […]
Finding a Good Side Hustle
What do you do if you want a side hustle? How do you separate solid advice from hype?
Employment Tax Basics
How can you save money without reducing your workers’ salary? One way is by being smart with employment taxes.
Can You Protect Your Assets With an LLC?
Limited liability companies, or LLCs, exist to protect the business owner’s assets from liability. But what does that really mean?
Alternative Minimum Tax
The alternative minimum tax reduces the number of deductions high earners can take and can substantially raise their tax bill.
Trusts and How to Use Them
Trusts can be complicated, but they can also be an invaluable tool to ensure that your assets are distributed the way you want.
Webinar Recording: Investing and Taxes in Retirement
In this presentation, Dave Zaegel, CFP, CPA, shared his knowledge and expertise in making the most of retirement savings. His lengthy experience as an auditor and accountant inform his financial […]
Unrealized Gains and What They Mean for Your Taxes
Your investments aren’t taxed until you sell them, meaning that keeping investments unrealized can allow you some tax-free growth.
Can You Deduct Your Home Office on Your Taxes?
Your home office makes your home also your place of work. Does that mean it’s tax deductible?
Capital Gains Tax and Your Investments
Be prepared so that capital gains taxes don’t hit you unawares. Educated investors are in the best position to minimize their taxes.
What Does the 2021 Child Tax Credit Mean for You?
Every year, millions of families benefit from the child tax credit. This year, the American Rescue Plan has expanded that credit.
Understanding Rental Income
Understand what rental income actually means, how taxes on it work, and how you can get the most money out of your tax write-offs.
How to Pay Taxes When You Freelance
Freelancing is becoming common in the current gig economy. But many people don’t know how to calculate taxes on their freelance income.
Tax Planning for Real Estate Professionals
Real estate can be either an investment or a career. If you’re a real estate professional, you know that tax planning can be confusing.
Washington State’s New Long-Term Care Trust Act
Washington State’s Long-Term Care Trust Act will pay for long-term care, if needed, for those who have paid into the program through taxes.
Tax Planning for Construction Businesses
Many construction business owners don’t have a good blueprint for tax planning. Learn more about managing taxes for your business.
Should Your LLC Be Taxed as a Corporation?
Corporations enjoy tax benefits. Could you realize the same advantages by electing to have your LLC taxed as a corporation?
Tax Planning for Small Businesses
Now is an excellent time to think about planning for your 2021 taxes. If your tax bill was painful this year, maybe next year you can owe less.
Tax Documents You Need to Know
To help you prepare your taxes, it helps to know about the different tax documents you will receive and fill out.
Tax Strategy for Businesses
Learn tax strategies that help your business save money and stay profitable, with the help of a financial advisor.
Plan Ahead for Lower Taxes
By careful planning during each tax year and clear understanding of the forms as you file, you can minimize the tax you pay each year.
Tax Loss Harvesting
As you approach the end of the year, you have one last chance to offset investment gains in your taxes. You can save by using tax loss harvesting.
Charitable Deductions
Donating to charity is part of being a socially conscious business. And if you do, you can get benefits on your taxes!
Charitable Giving
If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.
Taxes
When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 […]