Posts Tagged ‘Form 1040’
Documents to Keep After Tax Season
Documents to Keep After Tax Season Written By: Andrea Bulen, CFP® Tax season can be a hectic time of year, with a flurry of forms, receipts and financial statements to sift…
Read MoreHow to Read Your Tax Return Webinar
How to Read Your Tax Return Webinar Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It can be easy to file away your tax return without taking a look. However,…
Read MoreDonating Appreciated Stock vs. Using a Qualified Charitable Distribution
For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit. Two of the most popular options are donating…
Read MoreHow to Read Your Tax Return
How to Read Your Tax Return Updated April 2024 In addition to the financial planning and investment management we are always busy with, we’ve also been fielding many tax questions…
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