Record-Keeping Questions?

Audrea News Leave a Comment

With our upcoming SHRED & POPSICKLE DAY (April 29th – see announcement) planned for after tax season, I’m sure the question will come up “how long should I keep my records for?”  Well, the IRS, as well as others have opinions on that, so we have compiled a few links and documents for you to read on how long you should …

2016 Tax Information & Prep

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Here is our {basic} supporting documents list to help you remember what to find and bring with you while gathering everything for your 2016 taxes.  However, if you have any questions of course, don’t hesitate to call us…  2016 Tax Prep Information AudreaAudrea attended the University of Alabama in Tuscaloosa, where she majored in one of the first approved financial …

Double Taxation for Your Clients: The Highest Risk

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As an advisor, how involved are you with your client’s taxation issues, such as the actual management of their yearly tax-efficient investment trades or their retirement savings? If you are highly involved, you might be helping your clients make good investment-related decisions. However, you could also be setting them up for a double-taxation possibility. One of the highest risk areas …

Tax Law Changes Affecting Your Clients

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Yes, it’s tax filing season again, already!   And again for this year, we had some tax laws extended by Congress through 2016 or 2019, but some were actually made permanent.  So for the context of this article, we’ll discuss only those changes affecting your individual clients.   Summary of Individual Tax Provisions Made Permanent Charitable giving incentives:  Taxpayers are …