Roth IRA vs Traditional IRA: Which One is Right for You?

When it comes to retirement planning, two of the most popular options are the Roth…

Frequently Asked Questions (FAQs) About 529 Plans in 2024

Saving for education has never been more important, and 529 plans are one of the…

Maximizing Tax Savings: The PTET Strategy for Pass-Through Entities (PTEs) in Participating States.

Introduction: Understanding PTET and the SALT Cap In 2017, the Tax Cuts and Jobs Act…

What Is a Section 1035 Exchange? A Smart Strategy for Insurance Policyholders

Just as real estate investors benefit from tax-deferred exchanges under Section 1031 of the Internal…

Understanding Section 1031 Exchange: A Powerful Tool for Real Estate Investors

For real estate investors, tax deferral can be a key strategy in maximizing profits and…

IRS reminder: Third estimated tax payment due Sept. 16; disaster-area taxpayers have more time

Issue Number:    IR-2024-231 WASHINGTON — The Internal Revenue Service today reminded taxpayers the deadline…

HAVE MANY 401K ACCOUNTS? THERE ARE REASONS TO CONSOLIDATE NOW.

The era in which an individual was employed by a company and remained there for…

IRS encourages people to do an end-of-summer tax checkup to avoid tax surprises next year

Issue Number:    IR-2024-225 WASHINGTON – The Internal Revenue Service today encouraged taxpayers to consider using…

IRS reminds taxpayers of important tax guidelines involving contributions and distributions from online crowdfunding

Issue Number:    FS-2024-28 FS-2024-28, August 2024 Crowdfunding distributions may be includible in the gross income…
FORM W9 REQUEST FOR TAX IDENTIFICATION

FORM W-9 : Your Essential Guide to IRS Compliance:

Follow Us : YouTube | Facebook | Linked In Businesses utilize IRS Form W-9 to…