November - Client Check In
The IRA released the new max contribution limits for 2023.
Get Your Backdoor Roth IRA Contributions Done!
We’re recommending clients get their BDRs done as soon as possible for two reasons:
Welcome Mark Durham to the Team
We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said:
How Will The New Tax Bill Affect You?
The purpose of the bill is to raise tax revenue for President Biden’s economic and social policies, so how will it affect you?
Maximizing Your Charitable Tax Deductions Using a Donor Advised Fund
Donor Advised Funds can help maximize the tax deduction on charitable donations
Expansion of the Premium Assistance Tax Credit
President Biden signed the $1.9 trillion American Rescue Act bill. One of the notable parts of the bill includes temporary enhancements to the Premium Tax Credit.
We're In a Bear Market - Here's What You Can Do
The past three weeks haven’t been fun. COVID-19 has impacted the stock market in a historical way. We can’t control the panic selling that is driving the markets down, however, we can control our response. And this swift drop in the market can actually present some opportunities.
The Stock Market is at an All-Time High, What Should I Do Now?
Tax Diversification
Backdoor Roth IRA Contributions for High Income Professionals
Tax Reform: Differences in the House and Senate Tax Bills
Saving for Children (Or Grandchildren's) College Education SEction 529 Plans & UTMAS
Avoiding the "RMD Tax Bomb"
How Depreciation Works on a Rental Property
How Will Your Taxes Be Affected by Trump's Proposals?
Are You Actually Getting A Tax Deduction For Your Charitable Contribution?
