High-Income Earner? Tips to Optimize Your 2020 Tax Return

Tax Day may have been extended until May 17, 2021 for individuals—but the traditional April 15 deadline still holds for most business owners. In the spirit of optimizing your tax returns whenever they’re due, we’ve put together some tips and reminders that high income earners often forget about.  Need a quick overview of these tax [...]

By |2021-04-08T21:55:25+00:00March 31st, 2021|Blog|0 Comments

Could a Roth IRA Conversion Increase Your Wealth?

The reduction in marginal tax brackets that came from the Tax Cuts and Jobs Act passed in 2017 has made it even more advantageous to utilize a Roth IRA conversion. You can convert pre-tax retirement assets at today’s lower marginal rates and never pay income tax again on that money. It can play a significant [...]

By |2021-04-07T18:12:23+00:00April 1st, 2019|Blog|0 Comments