Tax

fee-only Chicago financial advisor deer park barrington pay stub draft

Study Your Pay Stub[Video]

So we’ve all had the joy of opening a pay stub, expecting a big amount, and then looking at the bottom and being very disappointed. The goal in this video is to walk you though your pay stub, whether this is the first time reviewing a pay stub or you have done it years upon…

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Financial Design Studio one size fit all

[Video] Does One Size Fit All?

STEPHEN SMALENBERGER, EA ® Hats…I love hats.  I have some that are falling apart because I’ve worn them so much.  They come in all different shapes, styles, or colors. Some are fitted and some you can fit with the adjustment in the back which says one size fits all. But even though that sounds great…

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How To Change Your Tax Return Results [Video]

Just filed your tax return? Did you have a refund, owe money, or break even? Read more to change your tax return for next year’s result.

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[Video] Tax Extensions: What You Need To Know

Tax Extensions: What You Need To Know STEPHEN SMALENBERGER, EA® We’re quickly approaching the end of tax season.  If you haven’t filed your return yet, what do you do?  Maybe you’re a last second kind of person or maybe you’re waiting for that last document, like a K-1.  Should you file an extension? What is…

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Financial Design Studio Taxes Organized

Get Organized: Your Accountant Will Thank You! [Video]

It’s tax return time! Instead of bringing in a box of receipts to give it to your accountant. Let’s talk about an easier way.

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[Video] Recharacterization…The Roth Conversion “Undo” Button

STEPHEN SMALENBERGER, EA Ever wished you could hit the “undo button” and everything would go back to how it was? Well this does actually exist and in the financial world this is known as a recharacterization.  That is a big word that essentially means to unwind or undo a Roth Conversion that was processed at…

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