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Tax

What’s In Your Toolbox? (Part 2)

What's in your Toolbox?

Written By: Steve Smalenberger, EA The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Taxable Tax-Deferred Tax-Free Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great…

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What’s In Your Toolbox?

What's in your Toolbox?

Written By: Stephen Smalenberger, EA When people think about their portfolio, they often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc.  What about you?  What comes to mind when the word “portfolio” is mentioned? Often times what they don’t think about are the types of accounts that make up their entire…

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Can I Change My Tax Outcome After Year-End?

Written by: Stephen Smalenberger, EA It’s that time of year again that is affectionately referred to as “Tax Season.” Whether you are scheduling a time with your CPA or firing up a tax software on your computer, you may be wondering what results you’ll find when the return is complete.  Will you have a refund…

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