By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year comes to a close, there is still a small window of time to take stock of your tax situation and make some tax-advantageous moves for…
Given the recent volatility in the stock market, now might be a good time to consider a taxable Roth conversion.
Many people dream of having a place family can gather for vacation or a second home to spend winters once retired. Before making that purchase, there may be tax implications to consider.
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
Every time virtual currency is “spent” on goods & services, a taxable transaction has occurred that needs to be reported on your tax return!
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
To prepare for tax filing season, there are several things you should take into consideration.
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.