by Robert Bartley | Nov 15, 2023 | Joanne Tackes, Robert Bartley, Taxes
By Robert Bartley, CFP™, CPA (and Joanne Tackes) The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2023 tax bill, no matter whether you live in Massachusetts, New Hampshire or elsewhere. Read on for some strategies...
by Joanne Tackes | Oct 5, 2023 | Financial Planning, Joanne Tackes, Taxes
Our federal income tax system is progressive – meaning that the tax rate imposed increases as your income increases. See the 2023 tax brackets below for those filing a joint return with their spouse. Married Filing JointTaxable Income RangeTotal Tax DueTax...
by Joanne Tackes | Dec 27, 2022 | Investing, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2023 retirement account savings. How different will your retirement contributions look in 2023? Let’s take a look… IRA contribution limits have increased $500 for...
by BartleyFinancial | Apr 6, 2020 | Ashley Rousseau, Bianca Roberts, Financial Planning, Joanne Tackes, Robert Bartley
We conducted a webinar on Friday April 3rd titled What the He%#$ Does the Stimulus Package MEAN if You’re a Business Owner, Individual or Self-Employed?! Below is the recording of the webinar and the accompanying slide deck, as well as 2 supporting worksheets to help...
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...
