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Posts by Brian Ellenbecker

What Should You Do with a 1099-K from Venmo?

By Brian Ellenbecker | January 15, 2023
Phone Apps Photo

What Should You Do with a 1099-K from Venmo? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Electronic transfers of funds using apps has become a quick, convenient way to…

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Key Provisions in the SECURE Act 2.0 (2022)

By Brian Ellenbecker | January 2, 2023
Balance Weight

Key Provisions in the SECURE Act 2.0 (2022) Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than a year of anticipation, Congress passed the SECURE Act 2.0 of…

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Year-End Planning Reminders

By Brian Ellenbecker | December 1, 2022
Hand with November Calendar

Year-End Planning Reminders Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute…

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State of the Accounting Industry

By Brian Ellenbecker | November 1, 2022
Computer and Tax Forms

State of the Accounting Industry Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® With the 2021 extended tax deadline in the rearview mirror, we have about a two month break…

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How Income Impacts Medicare Premiums

By Brian Ellenbecker | October 5, 2022
Pills and Money

How Income Impacts Medicare Premiums Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Turning 65 is a milestone birthday. In the United States, that is the age where most people…

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