tax planning

4 min read 2022-05-20 06:00:33

The down market could make it a good time to convert a traditional IRA to a Roth

I have a stock app on my phone. Yeah, that's it above, with all those ugly, jagged red lines. I'm smart enough not to get alerts, but now and then

4 min read 2022-05-19 05:37:46

One of our neighbors made sure we all knew they had a new, cool graduate. (Photo by Kay Bell) I swear, my nieces and nephews were just in

4 min read 2022-05-18 03:05:23

Billowing smoke from the wildfire ravaging norther New Mexico. (Screen shot of video posted on The Weather Channel, provided by Jackson Mathey via

3 min read 2022-05-08 02:30:30

For more than 50 years, the U.S. Small Business Administration (SBA) has celebrated National Small Business Week, which recognizes the contributions

3 min read 2022-05-03 05:23:17

Taxes don't typically prompt celebrations like that of these school children welcoming May with a traditional Maypole dance. But thinking about tax

2 min read 2022-05-02 03:34:23

Photo by Andrea Piacquadio These last 2+ years of lingering coronavirus pandemic have prompted some folks to become more adventurous. They've done

4 min read 2022-05-01 14:01:16

By Steven J. Oshins, Esq., AEP (Distinguished) State income tax avoidance planning has become a necessary area of expertise for all estate planners.

4 min read 2022-04-30 03:07:30

The inflation we're experiencing right now is truly a pain. Thank goodness most of my driving is my weekly trip to the grocery store, but those

4 min read 2022-04-29 05:03:27

It's likely to be a long road getting to free filing offered directly by the IRS. (Photo by Christopher Paquette via Flickr CC) With the bulk of

3 min read 2022-04-27 05:31:29

Photo by Tara Winstead from Pexels Did the just-completed main tax-filing season leaving you wanting to give the Internal Revenue Service a piece

5 min read 2022-04-26 05:34:55

Photo by cottonbro from Pexels It's been a week since Tax Day 2022. Those who submitted tax returns have been enjoying being done with the

3 min read 2022-04-24 00:51:18

Most U.S. taxpayers made it through Tax Day 2022. They either filed their 1040 forms, or they got an extension to submit their returns by Oct.

2 min read 2022-04-20 02:38:28

Tax Day arrives even later for some major disaster area victims. Most U.S. taxpayers are chilling today. They either filed their annual tax return

2 min read 2022-04-18 03:30:50

Yeah, this image is (sadly) amusing, but a quick, real tax payment note. Make your check or money order, as long as it's not for an astronomical

2 min read 2022-04-17 02:26:47

Photo by Vidal Balielo Jr. via Pexels Filing status is one of those tax matters that seems so simple, but which often trips up taxpayers in real