New Client Online Portal Coming April 1st
Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
Sign-up for a Webinar
Understanding Self-Directed IRAs
March 4th at 2pm Eastern
Businesses: Get ready for the new Form 1099-NEC
A tax form that used to be filed back in the 1980s is coming back for 2020. Here’s what businesses need to know.
After You File: 3 Issues to Considers
Once your 2019 tax return has been filed, there still may be some issues to consider. We’re often asked about refund status, record retention and amended tax returns. Here are some answers.
Some People are Required to Return EIPs
Millions of people have already received their Economic Impact Payments, which are being sent by the government to help mitigate the effects of COVID-19. In some cases, the payments should be returned.
What Qualifies as a “Coronavirus-Related Distribution” from a Retirement Plan?
As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain “coronavirus-related distributions” from their retirement plans without paying tax. So how do you qualify? In other words, what’s a...
Good Records are the Key to Tax Deductions and Trouble-free IRS Audits
A meticulous approach to keeping business records can protect your tax deductions and help make an audit much less painful.
Seniors: Can You Deduct Medicare Premiums?
If you have medical expenses and you pay Medicare premiums, you know it can be expensive to get the coverage you want. But if you qualify, you can deduct the cost of premiums, along with other medical expenses, on your tax return. Here are the rules.