Tax Issues

Tax time is rapidly approaching. Don’t continue the grind. Do you have the right team in place to help you save all that you can? Let us help you map out your course for a potential lifetime of tax savings.

Only 15% of US households contributed to a traditional or Roth IRA in tax year 2021. A Roth IRA is a retirement vehicle that can grow tax-free and can provide tax-free income.

You may have heard some say that because of the new law, an “army” of 87,000 new IRS agents will be coming to audit ordinary taxpayers. Here’s what you need to know.

Tax season is officially over for 2022. Special guest Blake Briscoe, CPA with Briscoe & Associates, LLC joins us this week to talk about the most common Dos and Don’ts! Is there still time to plan for 2022? What do you need to watch out for in 2023?

Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7% in 2023. You may also have to fork over some additional cash come tax time. It will be more important than ever before to work with your tax professional to know where you land.

Don’t leave your spouse and partner with a tax nightmare. Let us help you review your situation and show you any pitfalls that may be in your current plan.

We work with several business owners across several industries and realistically speaking? 95% of our time is spent fixing problems, not preventing them. I want to challenge you today to take care of the old you person you will be some day and address the risks you may not even know are out there. Let us help you plan for a drought.

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years.

If you love your family, you don't want to miss this week's episode. Planning is a gift. It is a gift of peace of mind and the ability to not just survive, but to thrive. Provide your family with the tools to take care of you and your wishes with confidence because you love them.

Even though you think you have everything in order and in its place, your finances won’t stay stagnant. This means your financial house gets messy without you even knowing it. This week we take a look at some ways you can get a head start on your financial spring cleaning.

Did you know you can often choose when to pay tax? By default, you can often choose how much you will pay. There is no trick. It is simply a result of understanding how taxes work for or against your situation.

We were honored to have a sit down interview with Blake Briscoe, CPA and Jim Kennedy to talk about their new business partnership, Briscoe & Associates, LLC. For more information, check out: briscoeandassociates.com