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10 Tax Planning Tips Your CPA Might Have Missed

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10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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Year-end Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?

Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.

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Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the previous rules.

Learn the full impact on your RMDs by downloading our “Making Sense of RMDs” whitepaper.

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4 Ways to Reach Your Financial Goals in 2020

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4 Ways to Reach Your Financial Goals in 2020

As we ring in the New Year, and the beginning of a new decade, hopefully you have had time to reflect on the past and set goals for the upcoming year.

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Investing In The Stock Market: 12 Tips For Newcomers

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Investing In The Stock Market: 12 Tips For Newcomers

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

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Bear Markets Just Keep Happening

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Bear Markets Just Keep Happening

If you’re a regular follower of the media, you’ve probably read that the stock market has either just crashed or is about to crash.  The media has decided that these are the only two states of reality when it comes to reporting on the stock market. 

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4 Ways To Improve Your Estate Plan

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4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Purging and Decluttering

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Purging and Decluttering

Now is the time of year to change from Summer clothing to Winter clothing.  Put away lawn and patio furniture.  Secure the barbecue grill for the winter.  Begin to purchase lawn bags to rake up all the leaves that are now falling from trees.

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