March 2024 Newsletter- How taxes get paid (estimated payments and withholdings)

Download

Recommended Articles

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.

Read More

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Read More

Congratulations! You’ve Got Your Client’s Tax Return… Now What?

Background   Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]

Read More