Five Red Flags That Raise the Odds of an Audit
There’s nothing scarier than getting a letter from the IRS. We explain some red flags that might increase your chances of getting that dreaded piece of mail.
The Suddenly Single Taxpayer
The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.
The Advantages and Disadvantages of Owning a Franchise
Owning a franchise can be a great way to break into the world of entrepreneurship. However, franchising isn’t for everyone.
Due Date Approaches for 2019 Federal Income Tax Returns
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together.
Is It Time to Review Your IRA Estate Planning Strategies?
The SECURE Act substantially restricts the “stretch” IRA provision. We explain the new rules and notable exceptions.
Employer’s Pension Startup Credit Substantially Increased
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
Above-the-Line Education Tax Deduction Reinstated
Taxpayers now have a couple of optional tax benefits for post-secondary education expenses, and the rules related to each are different.
2020 Annual Limits Relating to Financial Planning
Every number you may need! Download our 2020 Annual Limits Relating to Financial Planning quick reference sheet, download it here!
There’s Still Time to Contribute to an IRA for 2019
Have you made your 2019 IRA Contribution yet? You still have time.
The Difference Between an Audit, a Review, and a Compilation
If you’re considering investing in an organization or lending it money, you will likely need to get an audit, review, or compilation.