Tax Forms
Valued Clients,When a death occurs in the family it is important to realize your attorney AND your accountant will play a vital role in administering and eventually closing the decedent’s financial affairs. The first step is to contact these professionals.The next...
Housing
Housing Allowance in CourtA brief reminder the US Court of Appeals for the Seventh Circuit will listen to oral arguments from various Christian groups in appeal of the circuit’s original ruling of housing as unconstitutional. For now we ask you proceed as usual. We’ll...
Finances
Putting kids above selfIf you choose to make financial sacrifices in order to help college or even adult children, you may be doing so at the end of your working life and the beginning of theirs. That does not make sense since the kids have more time to make up lost...
Tax Letters
IRS Demanding Payment? Discuss with Your Accountant FirstThis time of year many of you, our valued clients, receive notice letters from the IRS or the State Department of Revenue. The notice letters encourage you to write a check for unpaid tax, penalty, and interest...
Tax Forms
If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritrade or your stock brokerage firm in the mail the next 2-4 weeks.What is it?Form 5498 is information sent to the IRS by the trustees of Traditional, Roth,...
