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Estimated Quarterly Tax Payment Obligations
When “Ross”, age 62, retired from his full-time job in August, he continued to work as a freelance consultant. During all the years he was employed, Ross typically received a bi-weekly paycheck, from which taxes, insurance premiums, and 401(k) contributions were automatically deducted.
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Spring Cleaning Household Records
During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go.
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Tax-Loss Harvesting in a Down Market Cycle
In ranching country, experienced livestock raisers know that periods of drought are inevitable. Not only that, but they know that there are certain things that need to be done during the dry times in order to be able to take maximum advantage of the rains when they begin to fall again in the future. Knowledgeable...
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The Tax Benefits of NUA Rules
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Painting Your Financial Planning Portrait with Your Tax Return
Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list.  But in financial planning, we say not so fast!   We like to think of our clients’ income tax return as a vital part...
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