Should I File Jointly with My Spouse?
Although many couples may stand to benefit from filing their taxes jointly, doing so may not always be the most suitable choice. Therefore, it is essential to consider the following things when filing taxes as a married couple: See if you are eligible to file jointly: Being married by December 31st of the relevant tax […]
Tax Tips for the Upcoming Tax Season
With the introduction of a new year behind us, the start of tax season is fast approaching. Completing federal income taxes is often a drawn-out and convoluted process, and it is inevitable that some mistakes will be made. Everyone knows that these small errors can have a large impact on tax refunds and can even […]
A December Letter to Clients: Some Taxing Issues and Market Round Up
A December Letter to Clients: Some Taxing Issues and Market Round Up Looking to year-end I know it’s a busy time. But it’s not too soon to start thinking about taxes. In prior conversations, we have discussed year-end planning. But let’s concentrate on taxes before the new year begins. Many questions about the new administration […]
Should I Consider Doing A ROTH Conversion?
A Winning Combination: Tax Preparation & Planning
Smart Advice. Simply. Clearly. A Winning Combination: Tax Preparation & PlanningHere’s what you need to know. Provided by Hilltop Wealth Solutions Many of you have started working on your 2020 tax returns, or you’re at least thinking about them. But how many of you really think about taxes when it comes to your overall financial […]
Tax Considerations for Retirees
Tax Considerations for Retirees by Erik Brenner on Mar 6, 2020 Are you aware of these potential tax breaks and tax-saving opportunities? Provided by Erik Brenner, CEO – Hilltop Wealth Solutions The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. At age 65, the Internal […]