by Phillip Kashin | Aug 29, 2024 | CPA, Phillip Kashin, Taxes
A critical, yet often overlooked, area of financial planning is tax planning. While the financial planning industry is starting to catch-up, Bartley Financial has made tax planning a core focus since inception. We really nerd out on tax stuff! We integrate tax...
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 | Jun 20, 2016 | CPA, Joanne Tackes
The vast majority (>95%) of Medicare subscribers pay the standard premium for Medicare Part B coverage and for the prescription drug coverage (Medicare Part D) plan that they choose. The other 5% of subscribers are deemed high income and must pay additional...
by Joanne Tackes | Apr 12, 2016 | CPA, Joanne Tackes, Living Life
My future engineer had a great time in the FIRST Robotics Competition this season. I had a lot of fun watching her team’s robot in action both in person and via live-stream. Very few teams were able to scale the opponent’s tower in this year’s castle themed...
by Joanne Tackes | Jan 29, 2016 | CPA, Joanne Tackes, Social Security
You may have heard a lot of buzz recently about the elimination of key Social Security claiming strategies and are wondering what these changes mean for you. In a nutshell, claiming options, especially for marrieds, are about to become narrower. Of particular note,...
