Year End Tax Actions to Consider

Kent Forsey, CFP® Financial Managment, IRA's, IRS, Tax Planning, Tax Returns, Taxes

It’s been two years since the last major tax changes were made by congress in 2017, but some of the changes were slow to be defined and understood.  Here are some that affected most individual taxpayers to consider as we reach the end of the year. Withholdings and Estimates Withholdings and estimated taxes should be verified before year end, as …

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Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Client Education, Financial Managment

Ben Bernanke, Former Chairman of the Federal Reserve, once said: “Among the lessons of the recent financial crisis is the need for virtually everyone — young and old — to acquire a basic knowledge of finance and economics.” We agree. In an effort to assist you in gaining more insight into the financial world, we have provided very helpful information …