Now is a great time to organize your thoughts and records to make the filing process easier for tax season. Let Sabina take you through your Tax Season To-Do List.
Your Tax Season To-Do List
Video - Why and How To Update Beneficiary Designations
Why and How To Update Beneficiary Designations
Are your beneficiary designations out of date? Do you even know which accounts have beneficiaries and whom you’ve designated? It’s easy to lose track of what should go where, but it’s one of the most important pieces of your proactive financial strategy.
Use our quick guide to review and update your financial accounts and safeguard your assets!
Video - Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Let Sabina take you through a few factors to consider:
Countdown to Estate & Gift Tax Benefits
One of the big changes in the last sweeping tax reform in late 2017 was the doubling of the gift and estate tax exclusion. The result is an additional $6 or $11 million of assets you can transfer to your beneficiaries via gift or estate, tax-free! While the new regulation raises and settles some concerns, it also provides a good reminder why estate planning is important for everyone. Here are a few factors to consider:
Video - 10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Let Sabina take you through some tips to ensure that your donation makes the biggest positive impact.
10 Ways To Make the Most of Your Charitable Donation
As part of your holiday season of giving, consider giving to a favorite charity. It can also serve as part of your year-end tax planning. Additionally, we all want our money to go further, and charitable donations are no exception. Here are some tips to ensure that your donation makes the biggest positive impact:
The Ultimate Retirement Checklist
Video - Year-End Tax Planning Tips (Part 2)
Year-End Tax Planning Tips (Part 2)
Year-End Tax Planning Tips (Part 1)
Procrastination is easy, especially when it comes to tax planning.
There have been many tax changes in 2020. Despite past, present and future changes to the tax rules, some year-end tax-planning advice remains unwavering. Here are a few time-tested suggestions, along with practical tips on the new tax laws passed earlier this year.
Video - What Can You Do If You Can Not Pay IRS
Let Sabina take you through what to do and what not to do when you owe money to the IRS.
What Can You Do If You Can Not Pay IRS
Video - Best Tax-Deferred Retirement Plan - Part 2
In Part 1 of this series, we looked at the best tax-deferred retirement plans for Self-employed, Freelancers & Small Business Owners. Then we were asked about highly profitable small business owners who want to, and are able to, contribute more than the $57,000 upper limit for SEPs or 401(k). So what are their options?