by Joanne Tackes | Jan 9, 2020 | Financial Planning, Joanne Tackes, Retirement
Did you know the SECURE Act affects WHEN you’re required to start receiving retirement funds? The end of 2019 saw passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act which, among other things, brings some key changes to Individual...
by Joanne Tackes | Nov 5, 2019 | CPA, Financial Planning, Joanne Tackes, Taxes
You can have REAL tax savings if you have a better itemized deductions strategy. The 2017 Tax Cuts and Jobs Act (TCJA) nearly doubled the standard deduction for tax years 2018-2025 while eliminating personal exemptions and eliminating or restricting many itemized...
by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
by Joanne Tackes | Aug 1, 2019 | Financial Planning, Joanne Tackes, Taxes
Let’s talk about what QBI is and how it could apply to your rentals for a second… What is the Qualified Business Income (QBI) deduction and does it apply to rental income? One of the changes included in The Tax Cuts and Jobs Act of 2017 that is creating a...
by Joanne Tackes | May 24, 2019 | Financial Planning, Joanne Tackes, Taxes
Tax Planning and Donor-Advised Funds (DAF) for Charitable Giving According to the National Philanthropic Trust, the fastest-growing charitable giving vehicle in the United States is the donor-advised fund, accounting for 10.2% of all individual charitable giving in...
