“Bob and Sue” have an S-corp that rents property also owned by the couple with some opportunities to optimize income to take advantage of IRS opportunities. Steven also talks about looking out for indications that a taxpayer is not maximizing their qualified contributions.
No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]
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I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
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Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
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