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MARKET UPDATE: THIRD QUARTER 2019

MARKET UPDATE: THIRD QUARTER 2019

Oct 11, 2019 | Market, Retirement Plans, Tax Planning and Deductions

MARKET UPDATE: THIRD QUARTER 2019 The U.S. equity market finished Q3 2019 in modest style. The S&P 500 and DOW gained 1.19% each but the NASDAQ slipped 0.09%. While U.S. economic growth has slowed from last year, it does not appear to be heading into a recession...
An All-In-One Wealth Transfer Checklist

An All-In-One Wealth Transfer Checklist

Jun 7, 2019 | Pension Parameters, Retirement Plans, Retirement Reality, Savings and Spending, tax benefits, Tax deductible, Tax Planning and Deductions

Talk with your loved ones about transferring assets and protecting your legacy. Key takeaways Talking with family members about plans to protect and transfer assets can help avoid unwelcome surprises after you or your spouse dies. Choosing the appropriate people to...
IRS: Home Office Deduction Often Overlooked by Small Business Owners

IRS: Home Office Deduction Often Overlooked by Small Business Owners

May 31, 2017 | Do You Know, Retirement Plans, Small Business Needs, Tax deductible, Tax Planning and Deductions

Regular Method The first option for calculating the Home Office Deduction is the Regular Method. This method requires computing the business use of the home by dividing the expenses of operating the home between personal and business use. Direct business expenses are...
Tax Time Guide: ‘Where’s My Refund?’ Tool Best Way to Check Tax Refund Status

Tax Time Guide: ‘Where’s My Refund?’ Tool Best Way to Check Tax Refund Status

Apr 7, 2017 | Boomer Retirement, Company Retirement Plans, Retirement Plans, Tax deductible, Tax Planning and Deductions

OK, you filed your 2016 returns some time ago, so where the heck, you’re wondering, is the refund?  The IRS addresses the issue, reminding taxpayers “that while more than 90 percent of federal tax refunds are issued in 21 days or less, some refunds may take longer....
EXCESSIVE CLAIMS FOR BUSINESS CREDITS MAKES THE “DIRTY DOZEN” LIST OF TAX SCAMS

EXCESSIVE CLAIMS FOR BUSINESS CREDITS MAKES THE “DIRTY DOZEN” LIST OF TAX SCAMS

Mar 4, 2017 | Retirement Plans, Tax deductible, Tax Planning and Deductions

The Internal Revenue Service warned that taxpayers should watch for improper claims for business credits, which is on the “Dirty Dozen” list of tax scams for the 2017 filing season. Compiled annually, the “Dirty Dozen” lists a variety of common scams that taxpayers...
IRS “Dirty Dozen” Series of Tax Scams for 2017 Includes Return Preparer Fraud

IRS “Dirty Dozen” Series of Tax Scams for 2017 Includes Return Preparer Fraud

Mar 1, 2017 | Retirement Plans, Tax Planning and Deductions

The Internal Revenue Service warned taxpayers to be on the lookout for unscrupulous return preparers, one of the most common “Dirty Dozen” tax scams seen during tax season. The vast majority of tax professionals provide honest, high-quality service. But there are some...
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