Here are some things you might consider before saying goodbye to 2019. Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins.
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Provided by Nicole Albrecht EA, CTM Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through...
6 The yearly SALT deduction is capped at $10,000. This is arguably the most controversial tax law change of 2018 for individual taxpayers. If you live in a high-tax state (or alternately, a state that imposes no income tax), you may be grumbling about the new cap on...
2. The standard deduction nearly doubles. While the personal exemption is gone (more about that later), the new law gives an enormous boost to the standard deduction in 2018 for all filers.2 *Single filer: $12,000 (instead of $6,500) *Married couples filing...
Presented by Nicole Albrecht, EA, CTC The legislation popularly known as the Tax Cuts & Jobs Act did not exactly “rewrite the book” of federal tax laws, but it almost seems that way. On January 1, a host of important, new tax provisions entered the Internal...
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Management Solutions (IMS) Platform fee-based asset management accounts offered through 1st Global Advisors, Inc. All other investment management and financial planning services are offered through Reason Financial. Reason Financial and 1st Global are unaffiliated entities. We currently have individuals licensed to offer securities in the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Maine, Massachusetts, Michigan, Nevada, New Mexico, New York, Oklahoma, Oregon, Tennessee, Virginia, Texas, and Washington. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc. CA Insurance Steven W. Pollock #OE98073, Sean P. Storck #OF25995, Nicole Albrecht #0F99962, Matthew Anderson #0F21959.
* Nicole Albrecht is a financial advisor offering securities through 1st Global Capital Corp Member FINRA, SIPC and investment advisory services through 1st Global Advisors Inc.
Financial Accounting Services does not hold itself out as a CPA firm.
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