Required Minimum Distributions Have Resumed for 2021
In 2020, seniors got a reprieve, but Required Minimum distributions have resumed for 2021. Don’t forget to take the withdrawal before the end of the year or face draconian penalties!
Year-End 2021 Tax Tips
With 2022 fast approaching, we have seven tax tips for you as you weigh potential tax moves before the end of the year.
Fall Tax Planning May Be Wise
Opportunities for tax planning are available for all income levels but waiting too late in the year may not give you the time needed to take advantage of some of these strategies.
Mid-Year Is a Good Time for a Financial Checkup
As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year.
Maintaining Your Financial Records: The Importance of Being Organized
If you tend to keep stuff because you “might need it someday,” your desk or home office is probably overflowing with nonessential documents. An important part of managing your personal finances is keeping your financial records organized.
Charitable Giving in 2021
Tax Consultant Jessie Thomas, CPA, provides some considerations for donating to charitable causes in 2021, including deductions if you are unable to itemize, deduction limits on property, and the benefit of a donor-advised fund.
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Planning Priorities: Tax Moves Before Year End
In this episode of Planning Priorities, Emily Rubenstein, CPA, a Tax Consultant with Henssler CPAs & Advisers, highlights some moves you can make in the next few weeks to improve your 2020 tax situation.
Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
Five Year-End Investment Tasks
In this episode of Planning Priorities, Henssler Associate Peter Lynch offers details five tasks that investors should do at year-end to help keep your portfolio on track for next year. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The…