DFW Tax Advisors: Rest of the Year Tax Tips

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DFW Tax Advisors: Rest of the Year Tax Tips

If there’s one thing we can generally agree on, it’s that taxes are a major pain. Nobody likes dealing with them, and nobody enjoys filing them. But if you follow these tips, you may find that you not only pay the IRS less money, but will also have an easier time preparing your next return. (DFW Tax Advisors: Rest of … Read More

Flower Mound Accountants: Midyear Tax Check-Up

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Flower Mound Accountants: Midyear Tax Check-Up

With the summer season quickly ending, vacations and barbecues could be pushing out your business tax planning. However, this is the perfect time to review your business’s tax and financial plans with your certified public accountant (CPA). (Flower Mound Accountants: Midyear Tax Check-Up) Why is summer the best time to meet with your CPA? Here are some potential benefits: Talking … Read More

Dallas Tax Reduction: Avoiding Social Security Tax

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Dallas Tax Reduction: Avoiding Social Security Tax

Even though you’ve been paying Social Security taxes for years, you may not be able to escape Uncle Sam even after you claim benefits in retirement. (Dallas Tax Reduction: Avoiding Social Security Tax) It’s important to understand how taxes affect your benefits. For many of us, Social Security is a significant source of retirement income. In fact, roughly half of baby … Read More

Dallas Business Advisors: Stretch Your Retirement Savings

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Dallas Business Advisors: Stretch Your Retirement Savings

People are living longer, which means your retirement years are longer, too. But do you have enough money saved up to have a long, healthy retirement? (Dallas Business Advisors: Stretch Your Retirement Savings) Watch out for fees. You’d be flabbergasted to see how much of your retirement can go to administrative fees. Many savers focus solely on their returns, not … Read More

Flower Mound Tax Pros: How Charitable Planning Can Save You Money

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Flower Mound Tax Pros: How Charitable Planning Can Save You Money

Since the 2017 Tax Cuts and Jobs Act, donors should contemplate whether charitable planning will provide an immediate or future benefit. (Flower Mound Tax Pros: How Charitable Planning Can Save You Money) With that said, here are five charitable planning options that can save you money on taxes in 2019 and beyond: 1. Donor-Advised Fund (DAF) A donor-advised fund is … Read More

Flower Mound Business Advisor: Tax Planning Is A Business Strategy

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Flower Mound Business Advisor: Tax Planning Is A Business Strategy

For lots of businesses, tax season is a hard time of year. It’s often associated with stress, record-combing and exhaustion. This is one reason why small businesses should be thinking about their taxes year-round and prepare long before it comes time to file. By including tax planning into your overall business strategy, small business owners can tackle their taxes far … Read More