An annuity is a contract that exists between you and an insurance company to cover specific objectives, such as lifetime income, principal protection, legacy planning or care cost...
Posted by Elliot Kravitz, ATP on 07/25/2019
As the end of the year approaches, it's essential for small business owners to start thinking about tax planning. Strategic tax planning can help you reduce your tax liability...
Posted by True Tax Service on 10/02/2023
Except when you are selling for financial distress, selling the home is expected to yield a lot of profit for you. But there's a pitfall: capital gains tax. So many homeowners...
Posted by CORE PERFORMANCE on 05/09/2022
You may be subject to capital gains tax when you gain from the sale of an asset, such as a business, land, or shares. Capital gains are sometimes taxed at the same rate as ordinary...
Posted by CORE PERFORMANCE on 02/28/2022
When preparing for your retirement, one of the most important decisions you have to make is the age at which you want to commence claiming Social Security benefits.The first time you...
Posted by CORE PERFORMANCE on 02/22/2022
Even the most responsible business owner can fall behind with taxes. Every year, unforeseen delays, expenses, and other financial hardships keep people from paying their taxes to the...
Posted by CORE PERFORMANCE on 12/27/2021
As the year winds up, many might feel it is too late to get any savings on their tax. However, no matter what you already earned as income, there are some moves you can make to reduce...
Posted by Karen Munoz, EA on 11/21/2021
As an entrepreneur, you probably quickly clicked on this article because you are curious about avoiding overpaying taxes. Regardless of the money, you make a profit; you can agree...
Posted by Karen Munoz, EA on 09/30/2021
The loss of a loved one can lead to emotional burden and significant financial debt related to the settling of the estate. If you are the beneficiary of a retirement plan's assets,...
Posted by Karen Munoz, EA on 07/17/2021