Math Numbers Tax Planning 
Nerd's Eye View
JUNE 21, 2024
Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)
Darrow Wealth Management
APRIL 21, 2025
Retirement tax planning with Roth conversions There is no one-size-fits-all approach to retirement planning or investing, which is important to keep in mind as Roth conversion strategies gain popularity due to expiring tax cuts.
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Integrity Financial Planning
FEBRUARY 3, 2023
Keep reading to learn how you and your family or business can avoid making mistakes this tax season. Confirm Your Numbers Make sure that your filing status, name, and the names and Social Security numbers of your dependents are accurate. Next, let’s face it, not all of us are exceptional when it comes to math.
Harness Wealth
APRIL 30, 2025
The people who undergo an audit have been selected due to a number of red flags that the IRSs computer-based system has detected. In this article, well examine the nature of IRS audits, the common audit red flags that result in IRS scrutiny, and how professional tax advisors can help reduce the risk of you being audited.
WiserAdvisor
JUNE 27, 2025
Start planning early. It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. Yet far too many professionals delay the planning process. Outliving your savings Here’s the math: the earlier you retire, the longer your savings have to last. And the best way to do that?
Harness Wealth
MAY 12, 2025
Understanding these can help you optimize your tax return and potentially increase your refund. Credits directly reduce the amount of tax owed, while deductions lower your taxable income. Both are valuable tools in effective tax planning.
Harness Wealth
MAY 17, 2025
This includes W-2 forms from employers, 1099 forms for other income, records of deductions and credits, and any prior year tax returns. It is also helpful to have your Social Security number, Delaware drivers license or ID, and bank account information ready for direct deposit of refunds. Both are valuable tools in tax planning.
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