Tax Filing Season for 2020
Jan 25, 2021
Recently, the Internal Revenue Service (I.R.S.) announced that tax season will start a little later than usual. This year the I.R.S. will begin accepting and processing 2020 tax filing returns on Friday, February 12, 2021.1 (more…)
Tags: financial advisor charlotte nc, tax guide, Tax Planning, tax season guide, taxes
1099 Form Help
Jan 22, 2021
What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S.1
Who might be sending 1099s? Clients send their contractors 1099s, recording work performed. Banks send 1099s to reflect interest from a savings account. A state may send a 1099 for a tax refund. If the financial institution who handles your retirement account writes you a check, they will also send you a 1099.1 (more…)
Tags: financial advisor charlotte nc, Personal Finance, Tax Advantages, tax guide, Tax Planning, tax season guide, taxes
Cash Balance Plans
Dec 4, 2020
In corporate America, pension plans may be fading away. Only 14% of Fortune 500 companies offered them to full-time employees in 2019. In contrast, legal, medical, accounting, and engineering firms are keeping the spirit of the traditional pension plan alive by adopting cash balance plans.1 (more…)
Tags: Employee Benefit Planning, Financial Planning, retirement, Retirement Planning, Retirement Tax Savings, tax guide, Wealth Building
Interest Rates and Your Mortgage
Nov 20, 2020
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may have in life, so why not rid yourself of that debt as soon as possible? (more…)
Tags: Certified Financial Planner Charlotte NC, Family Wealth, financial advisor charlotte nc, Personal Finance, Risk Management, tax guide, Tax Planning, Wealth Building
Tax & Estate Strategies Update for Married LGBTQ Couples
Sep 16, 2020
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating estate strategies, here are some important things to remember. (more…)
Tags: Estate Planning, Tax Advantages, Tax Deductions, tax guide, Tax Planning
2018-2019 Tax Season Guide
Nov 8, 2018
Tags: 2018 tax season, 2018 tax season guide, 2018 taxes, tax guide, tax season guide, taxes
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Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.
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Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance.
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