by Brian Bowen | Dec 16, 2020 | Tax Preparation, Tax Tips
What does it mean to think and plan strategically with your taxes? How does that change what you do when saving for retirement? Of course, we all want to figure out ways to reduce the taxes strategically. If you feel like you’re paying too much in taxes, what do you...
by Brian Bowen | Dec 2, 2020 | Uncategorized
What should be on the top of your financial to-do list before the end of the year? Do you have everything in order? IRA expert, Ed Slott says everyone should be considering a Roth conversion this year while the taxes are at historic lows. Does Brian agree? Are Roth...
by Brian Bowen | Dec 1, 2020 | Tax Preparation, Tax Tips
Year-end tax planning isn’t as straightforward as usual in 2020. Uncertainty about whether President-elect Joe Biden can enact tax hikes next year is a complicating factor, and some folks can’t predict their 2021 income after earning less this year due to...
by Brian Bowen | Feb 8, 2017 | Tax Preparation, Tax Tips
The Superbowl is done and football will take a rest. That’s also how many business owners approach tax season. December 31 has come and gone, and all that’s left is to record those events on our taxes. Business owners know it’s important to have a knowledgeable tax...
by Brian Bowen | Sep 6, 2016 | Tax Preparation, Tax Tips, Uncategorized
September already? One minute we were sipping lemonade on a hot, lazy July day and suddenly the end of the year is barreling toward us at warp speed. Thankfully, tax time is still a speck in the distance….right? Not really. September is a critical month to...
