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What Documents You Should Provide to Your Tax Preparer

Carson Wealth

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” This can result in additional tax owed, plus penalties and interest.

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Saturday links: impromptu fun

Abnormal Returns

Tax private jet travel. theconversation.com) Communicating about viral transmission is no easy feat. nber.org) Food How water shortages are going to affect food prices. (curbed.com) Transport Pilot Co., which operates Pilot and Flying J travel centers, is buying a stake in autonomous truck startup Kodiak Robotics Inc.

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Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. ” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired.

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Weekly Market Insights – September 4, 2023

Cornerstone Financial Advisory

” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age. The Internal Revenue Service shared guidelines tax pros should follow to protect taxpayer data. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

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Weekly Market Insights – March 4, 2024

Cornerstone Financial Advisory

Here’s How To Pay If you owe federal taxes, you must pay by the April deadline. Remember, if you get an extension to file your taxes, payment is still due by the April deadline. Pay when you e-file: If you file your federal tax return electronically, you can pay directly from your bank account using electronic funds withdrawal.

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Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

Additionally, core PPI (excluding food and energy) was hotter than expected. You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. in February, more than the expected 0.3%

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Will My Current Job Support Me Living Abroad For A Few Years?

Gen Y Planning

For example, they may be able to subsidize your housing, transportation, food, etc. Don’t Forget About International Taxes Depending on how long you plan on visiting or living abroad, you may be subject to different tax requirements. Primarily, the foreign-earned income exclusion and foreign tax credit. tax return.

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