Posts Tagged ‘tax planning’
How 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 MoreTax Planning for New Retirees
Tax Planning for New Retirees Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As you enter retirement, it’s likely your income and resulting tax picture will change—sometimes dramatically. Changes in…
Read More30 Years as a Client: Part 2
30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…
Read MoreInflation Reduction Act of 2022
Inflation Reduction Act of 2022 Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® In fall of 2021, Congress was in the midst of trying to pass extensive legislation called…
Read MoreTip of the Month | April 2022
Estimated Tax Payments Written By: Nick Ziarek, CFA, CFP® Generally, anyone who anticipates they will owe more than $1,000 when they file their return should make quarterly estimated tax payments.…
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