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Your Tax Preparation Checklist

Ready for tax season? If you find yourself scrambling, use this checklist to stay organized and prepared as you file your 2023 taxes.

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WHY ROTH CONVERSIONS AREN’T FOR EVERYONE

As mentioned in previous postings (Minimize Your Tax Bill and Recharacterizing a Roth Conversion), converting a traditional IRA to a Roth IRA is likely not beneficial for investors who believe they will be in a lower tax bracket during retirement than during their working years.

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TEN COMMON TAX MISTAKES (PART ONE)

As my business card states, I am a fee-only financial planner. An independent financial advisor is very different from an accountant, so this posting should not be construed as tax advice.

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TEN COMMON TAX MISTAKES (PART TWO)

Today we get to the remaining most common tax mistakes.

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