All investors and shareholders that get dividends and distribution will have the dividend reported on IRS Form 1099. Examples of dividends reflected on the 1099 DIV form are capital...
Several recent developments may affect taxpayers based on a strategy of trading or holding tax-exempt state and local bonds, commonly known as municipal or "munis" bonds....
Taxpayers are always looking for legitimate ways to save on taxes and with the right tax preparer, you will always get advice on ways to save on the amount you pay for taxes each season....
Women tend to worry a lot about retirement. This is not surprising as women tend to live longer, and they typically need more health care plans compared to men. This makes it essential...
Carried interest is part of the income obtained when a private equity fund sells an asset. Sometimes called "carry," it is part of the net capital gains of the sale fund....
Variable annuities are packed with tax benefits which is why investors are in love with it. Until you take the money out, it will compound tax-free. The products are selling at the...
Posted by Carmen Garcia on 07/09/2020
Do you often feel that retirement planning is like mastering another language? It really doesn’t have to be that way. Contrary to popular belief, retirement plans are easy to...
Posted by Don Bell Law on 07/09/2020
Congratulations! You’ve finally retired. For most people, retirement is a huge accomplishment. Sometimes, retirement means setting aside enough money to stop working for someone...
In the past couple of months, the entire world has taken a hit from the Novel coronavirus. Unfortunately, not only our health is affected, the economy and everything that has to do...