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Advice from Chatham Wealth Management: Time to Review Your Tax Situation

It may be early September but at Chatham Wealth we are always looking at ways we can be tax efficient for our clients. How do we do this? 1. Because you are dealing directly with the portfolio manager ... read more

My Best Tax Advice Ever, Part II: Get Some Help

Last week, I advised that my best tax advice ever was to open the mail from ... Remember, federal tax returns are private. There may be a situation when you want to authorize a third party to review ... read more

IRS to taxpayers: Check your tax withholding now

If you wound up paying additional tax for 2018, the IRS has some advice. The agency recommends that you review ... but your withholding dropped even more. April 15 is thankfully well behind us, but ... read more

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How tax-friendly is your financial advisor’s advice?

But thinking about your taxes for this year, in light of what happened last year, couldn't happen at a better time. A review of your 2016 tax situation might reveal ... If you used an advisor to help ... read more

Marc A. Hebert's Money Sense: Tax tips for the end of the year

It is hard to believe, but tax time is quickly approaching. However, there is still time to make some tax moves. Here are a few you might want to consider. It is important to actually take the time to ... read more

Tax-Filing Tips for College Students

That's because if they don't submit a tax return, they may end up forfeiting money owed to them by Uncle Sam if they had too much withheld, for example. "Any time you ... so your family will have to ... read more

Cut Through the Complexity of Selling Your Company

You're a 30-something entrepreneur ... transaction, your legal, tax and other advisors should take part in a thorough review of your entire financial situation. Working with your financial quarterback ... read more

How To Use Tax Time To Be More Proactive With Your Planning

Whether you are still trying to get your tax information organized to meet this year’s income tax filing deadline or using this time of year as a proactive start to your tax planning efforts based on ... read more

It's Time to Start Planning for the 2017 Tax Season

Then, review your ... of tax season will make it easier when the time to file rolls around each year. David Terrell is a region manager for The Private Client Group of U.S. Bancorp Investments. He has ... read more

9 golden rules for wealth management to generate best returns

One need to understand that wealth management ... your assets and liabilities. It offers you a snapshot of your financial position at a given point in time. Knowing your net worth allows you to ... read more

Advice ain't cheap: when you'll need to spend more than $3000

Tax Institute tax counsel Stephanie Caredes says starting a small business is one scenario in which somebody might spend more than $5000 on tax advice. She gives the example of "Kate", who has a ... read more

8 Ways Investors Can Avoid a Tax Surprise

Whether you got burned with an unexpected bill, or you received a sizeable refund in April, now is a great time ... to review your situation with a CPA or professional tax preparer, as they are the ... read more

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