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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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Free Guides

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 Improve Your Estate Plan

News

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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Weekly Market Commentary – August 19, 2019

Market Commentary

Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.

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Weekly Market Commentary – August 12, 2019

Market Commentary

Weekly Market Commentary – August 12, 2019

Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed.

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Weekly Market Commentary May 13, 2019

Market Commentary

Weekly Market Commentary May 13, 2019

The S&P 500 dropped 2.1% last week as optimism that the U.S. and China will reach a trade deal was beaten down by additional tariffs and accusations of backing away from agreed-on compromises. The global MSCI ACWI slid 2.5%.

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Retirement Planning: What Are You Waiting For?

Blog

Retirement Planning: What Are You Waiting For?

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

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Weekly Market Commentary May 6, 2019

Market Commentary

Weekly Market Commentary May 6, 2019

The news in the last seven days has challenged the hopes and assumptions of some investors. Many hoped the Federal Reserve would signal an interest rate cut this year to combat weak inflation reports. The Fed signaled a cut is unlikely if growth remains decent in the press conference following the meeting.

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