Posts Tagged ‘tax’
Clearing Up Common Tax Misconceptions
Clearing Up Common Tax Misconceptions Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® The United States Tax Code is incredibly complex. The tax code itself is currently almost 7,000 pages…
Read MoreTax Considerations When Withdrawing from Investment Accounts
Tax Considerations When Withdrawing from Investment Accounts Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Retirement is a key milestone in life to be celebrated. It is also a time…
Read MoreWhat Should You Do with a 1099-K from Venmo?
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…
Read MoreState of the Accounting Industry
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…
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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