Blog Archives

What Is Tax-Efficient Investing?

8/28/2019

Avoiding taxation should not be the only goal, or even the main goal, of your investment strategy. Still, you always have to keep taxes in mind to make sure you're not unnecessarily sending too much of your money to the government.

Feds Announce New ACA Numbers for 2020

8/28/2019

In the recently issued Revenue Procedure 2019-29, the IRS has announced the Affordable Care Act's affordability threshold for plan year 2020. Further, the Department of Health and Human Services has released the ACA's employer penalties and out-of-pocket limits for 2020.

It's Never Too Early for Tax Planning

8/28/2019

Benjamin Franklin once said "to fail to plan is to plan to fail." This adage certainly applies to tax planning.

How to Face Your Life Insurance Choices

8/28/2019

How can you decide what kind of insurance is best for your family? A closer look at term and whole-life insurance will help in deciding between the varieties.

Tax Credit Offsets Retirement Plan Costs

8/28/2019

According to U.S. Department of Labor statistics, well over half of all employees in midsized and large companies can take advantage of an employment-based retirement plan. But with small companies, barely a third of employees are covered. Many small-business owners say a reason for not creating a retirement plan is the cost. However, the federal government is offering a tax break for small companies that meet certain IRS guidelines.

What Is Head of Household Filing?

8/14/2019

Of the various filing status options offered by the IRS, head of household is considered the most advantageous. Numerous rules apply to qualify, but if you do, it will mean a higher standard deduction and wider tax brackets compared to single filing status. Here's what you need to know:

5 Tips for Grossing Up Severance Pay

8/14/2019

An employee put in years of service with your company, or is an exemplary worker, but circumstances now lead to his or her departure. You have agreed to pay the employee severance, but you want him or her to receive the full amount, with no taxes taken out. To accomplish this, you will need to do a "gross-up."

Headcount Reporting: Why You Must Do It

8/14/2019

A headcount is the total number of people employed by an organization, including full-time and part-time employees.

The Final Responsibility: Being an Executor

8/14/2019

An executor of a will carries out the last wishes of someone close who has died. The executor ensures that the rules that govern the administration of a probate estate are followed.

Here are three key tasks of the executor job:

What Is Tax-Efficient Investing?

Feds Announce New ACA Numbers for 2020

It's Never Too Early for Tax Planning

How to Face Your Life Insurance Choices

Tax Credit Offsets Retirement Plan Costs

What Is Head of Household Filing?

5 Tips for Grossing Up Severance Pay

Headcount Reporting: Why You Must Do It

The Final Responsibility: Being an Executor

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Newsletter articles are posted every 2 weeks. ​

Archives

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Newsletter articles are posted every 2 weeks.