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17 Nov

Engaging a Certified Public Accountant before year-end enables thoughtful evaluation of available tax-saving strategies. Gates Kirby can provide projections and identify deductions or credits that align with the taxpayer’s financial objectives. If you have questions about how these tax changes or other accounting changes may...

08:00 / Legal / Retirement / Taxes
08 Jun

The volatility in the stock market may have caused the value of retirement accounts to decrease. To those with traditional IRAs invested in stocks, a decline may provide a valuable opportunity: that is, taxpayers may be able to convert a traditional IRA to a Roth...

09:49 / Legal / Retirement / Taxes
13 Dec

The days of the calendar year are vanishing quickly, but there still may be some last-minute strategies that business owners can use to lower their 2019 tax bills. This article lists five to consider, including postponing invoices and qualifying for the pass-through deduction....

09:00 / Budgeting / Retirement / Taxes
15 Sep

Tax-friendly ways to pay for health care are very much in play for many people. The three primary players are Health Savings Accounts (HSAs), Flexible Spending Arrangements (FSAs) and Health Reimbursement Arrangements (HRAs). This article offers a brief overview of each one....

09:00 / Budgeting / Taxes