Seward Location: 402-643-4557 | Osceola Location: 402-747-3381 ryan@gbecpa.com

W-4 2020

Valued GBE Clients,The W-4 is changing in 2020. This email message is sent with the hope of educating and informing you ahead of these changes. Change is good, be not afraid!Remind me what a W-4 is again?The federal government requires employees to complete a W-4 for...

Form 5498

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,...

Important Papers After a Death

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...

Form 5498

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,...

Financial Mistakes

We see a LOT of financial mistakes each and every year. We have the knowledge to help you avoid these pitfalls. Often the issue is not known to us until tax time…when it is too late.So to help you stay out of big problems this year, here is a list of tax and financial...

Form 5498

If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritradeor your stock brokerage firm in the mail this week.What is it?Form 5498 is information sent to the IRS by the trustees of Traditional, Roth, SEP, and...