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Taxes

The Economic Relief Bill Makes It Easier to Donate to Charity

Bob Williams - 0
When the 2017 Tax Cuts and Jobs Act (TCJA) was passed it changed the rules about deductions for charitable giving. Under current law the only way...
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Taxes

2019 IRA Contributions Delay

Bob Williams - 0
As a result of the COVID-19 pandemic, U.S. Treasury Secretary Steve Mnuchin extended the 2019 tax filing date to July 15.  As a result, it also...
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Taxes

10 Major Trends in IRS Audits

MyPersonalCFO - 0
What feeling do you have when you hear IRS? Is there a sick feeling in the pit of your stomach or do you just roll...
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Taxes

Fund an HSA with an IRA

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Taxes

Actions You Can Take Now to Reduce Your 2019 Tax Bite

Bob Williams - 0
Yes, it’s still a few months before you have to strap on the gloves and step into the ring with the IRS again, but...
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Taxes

Things You Didn’t Know Were Tax Deductions

Bob Williams - 0
Have you ever had that sick feeling in the pit of your stomach when you realize there was a tax deduction you could have...
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Taxes

It’s Open Season on Taxpayers and You are the Target

Bob Williams - 0
Hunting season is open again and you’re the target. According to the Internal Revenue Service, there is a new IRS impersonation email scam trying...
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Taxes

The Most Forgotten Tax Deductions Business Owners Should Take

Bob Williams - 0
How many times have we heard, “Give to Caesar what belongs to Caesar”? Ok, but if you carry that line of thinking a little farther,...
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Taxes

Complex Assets

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Taxes

4 Expensive IRA Rollover Tax Traps and How to Avoid Them

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IRA rollovers are as common as drinking water. But if your rollover isn’t done correctly, it can cost you taxes and penalties, sucking out money that...
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