Taxation of Investments
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
Do you have income that is not subject to withholding taxes? You too must make estimated tax payments. Read all about it in this week’s Business Tip.
When crowdfunding, the money raised may be taxable depending upon the purpose of the fundraising campaign. Read more in this week’s Tax Tip.
Marrying someone with children? Surprisingly, this will affect your tax situation! We explain in this week’s Tax Tip.
Fraudsters will tug on your heartstrings, soliciting on behalf of bogus charities. Check before you donate. Read more in this week’s Tax Tip.
If you’re one of the 70% of taxpayers receiving a refund, we have some tips to make your refund twice as valuable. Learn more in this week’s Financial Tip.