Sep 8, 2021 | taxable income, taxes
The development of Bitcoin and numerous other cryptocurrencies within the last ten years has changed the definition of money through-out the world. This currency is still a NEW way of investing for most of us. Advocates of these currencies are hoping they will become...
Sep 7, 2021 | charities, donations, tax deduction, taxes
Now is the time to review your tax situation for this year. Will you be able to take advantage of the updated laws to date and/or get more money for tax credits in 2021? UNDER NEW AND UPDATED TAX LAWS FOR 2021: A charitable contribution is available for those using...
Jun 9, 2021 | financial planning, taxes
We have all heard the statement “DON’T TOUCH THE PRINCIPLE”.If you need to withdraw a Required Minimum Distribution (RDM) and the entire amount is not needed at the present time, my suggestion is to transfer the funds AFTER tax to another investment...
Jan 25, 2021 | charities, donations, tax deduction, taxable income, taxes
Ti’s the season for tax returns. Most of us have experienced unusual social conditions this past year. One thing has NOT changed. As of today our returns will be due April 15th THIS YEAR. This date may change since I am not aloud to e-file until February 2. The...
