Latest From the Blog
Maximizing Tax Savings through Income Deferral Strategies
Here is an interesting article on tax savings through income deferral strategies that we had CHAT GPT create. Please be sure to contact your tax provider for more information.
You Take a Friend on Your Yacht. Is It a Taxable Gift?
Taxes touch every aspect of Americans’ lives. Consider the controversy over benefits received by Supreme Court Justice Clarence Thomas from his longtime friend, Dallas billionaire and political donor Harlan Crow.
How to Keep Your Anxiety, AKA Your Taxes, in Check
This week’s tax tip looks at how to check up on the thing that gives you heartburn, your taxes! This tip comes from the good old IRS which has established online accounts for those who wish to check their tax history, information, and more whenever they want.
Fight the Bear Market With a Roth IRA
This week’s article takes a look at an animal investors might prefer to come face to face with in the wild than in the stock market: the bear. One silver lining of a sinking stock market is that it puts Roth IRA conversions on discount. This article provides a highly detailed comparison of the tax implications of traditional IRAs and Roth IRAs so that you can determine if a conversion can help you make the most of this downturn