by Jackie | Dec 20, 2022 | Uncategorized
Article Highlights: Benefits Sunsetting After 2021 Benefits Sunsetting After 2022 Not Needing to File May Be an Opportunity Maximize Education Tax Credits Employer Health Flexible Spending Accounts Maximize Health Savings Account Contributions Roth IRA Conversions...
by Jackie | Dec 19, 2022 | Uncategorized
December always goes by so quickly. Seems like you’ve just finished Thanksgiving dinner and it’s time to ring in the New Year. You could probably spend the entire month on your personal obligations. But it’s also the end of the year, which means your busiest period if...
by Jackie | Dec 15, 2022 | Uncategorized
Article Highlights: Watch Out for Holiday Gift Scams Gifts with Tax Benefits Gift of College Tuition Qualified Tuition Programs Qualified Charitable Distribution Donor-Advised Funds Work Equipment Employee Gifts Monetary Gifts to Individuals Documentation Timing The...
by Jackie | Dec 13, 2022 | Uncategorized
Article Highlights: 2022 RMD What Are RMDs? Age 72 Distributions IRAs and Qualified Plans Computing the RMD Required Minimum Distributions (RMD) are required taxable distributions from qualified retirement plans and are commonly associated with traditional IRAs, but...
by Jackie | Dec 9, 2022 | Uncategorized
Article Highlights: Employing a Child Child Payroll Taxes FUTA Tax for a Child Child IRA Contributions Child Tax-Free Income Spouses Working in the Same Business Partnership Spousal Joint Venture Spouse Employee Along with the holidays comes a lot of extra work for...
