Author: Chris Kavinsky

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Sharper IRS scrutiny on high-net-worth taxpayers makes watching for audit triggers critical this filing season, advisors say. From closely held businesses to charitable contributions and other holdings and financial moves of wealthy clients, what’s likely to raise a red flag? “CPA firms are all seeing a large increase in […] Click here to view full […]

Sharper IRS scrutiny on high-net-worth taxpayers makes watching for audit triggers critical this filing season, advisors say. From closely held businesses to charitable contributions and other holdings and financial moves of wealthy clients, what’s likely to raise a red flag? “CPA firms are all seeing a large increase in […]

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Inflation may be waning going into 2024, but that doesn’t mean all aspects of the economy are on the right track — nor that middle-income Americans are out of the woods yet when it comes to their own finances. In fact, Primerica’s recent white paper highlighted that inflation is […] Click here to view original […]

Inflation may be waning going into 2024, but that doesn’t mean all aspects of the economy are on the right track — nor that middle-income Americans are out of the woods yet when it comes to their own finances. In fact, Primerica’s recent white paper highlighted that inflation is […]

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mycurator

Courtesy photoConsidering how to pay for health care before you need it can help you save money. As most are aware, it can be quite expensive to seek medical care. Unfortunately, in many cases, it is inevitable. The average American can expect to pay an astonishing $12,900 a year […] Click here to view original […]

Courtesy photoConsidering how to pay for health care before you need it can help you save money. As most are aware, it can be quite expensive to seek medical care. Unfortunately, in many cases, it is inevitable. The average American can expect to pay an astonishing $12,900 a year […]

Click here to view original web page at www.heraldextra.com

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The priority deadline to apply for state programs is mid March at some schools. Priority deadlines for financial aid have been extended for some local universities now that a new version of FAFSA has been released. The new Free Application for Federal Student Aid, or FAFSA, form had its […] Click here to view original […]

The priority deadline to apply for state programs is mid March at some schools. Priority deadlines for financial aid have been extended for some local universities now that a new version of FAFSA has been released. The new Free Application for Federal Student Aid, or FAFSA, form had its […]

Click here to view original web page at www.houstonpublicmedia.org

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5 Vital Financial Strategies Business Owners Often OverlookPhoto Courtesy of Taylor Financial Financial strategy is the backbone of enduring success in the dynamic business world. As Investopedia reports, being unable to overcome financial hurdles is the number one reason businesses fail. And yet, amidst the hustle of daily operations, […] Click here to view original […]

5 Vital Financial Strategies Business Owners Often OverlookPhoto Courtesy of Taylor Financial Financial strategy is the backbone of enduring success in the dynamic business world. As Investopedia reports, being unable to overcome financial hurdles is the number one reason businesses fail. And yet, amidst the hustle of daily operations, […]

Click here to view original web page at www.forbes.com

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mycurator

Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever. “We all know that we’re going into 2024 and 2025 with low rates, but after that the rates under today’s law are scheduled to […] Click here to view original […]

Advisors have two years to make big tax-saving moves for their clients, says Ed Slott. After that, a legislative window could close that opportunity forever. “We all know that we’re going into 2024 and 2025 with low rates, but after that the rates under today’s law are scheduled to […]

Click here to view original web page at www.fa-mag.com