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8 Changes in the SECURE Act you Need to Know

8 Changes in the SECURE Act you Need to Know

by John Boyle, CFP®, EA, CTC, CEPA | Jan 21, 2020 | Education Planning, Estate Planning, Investment Planning, Retirement Planning, Tax Planning

As has become usual practice, Congress passed some meaningful tax legislation as it recessed for the holidays. In one of the new meaningful laws, enacted on December 20, you will find the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE...
IRS Issues New Bitcoin Tax Guidance

IRS Issues New Bitcoin Tax Guidance

by John Boyle, CFP®, EA, CTC, CEPA | Dec 13, 2019 | Investment Planning, Tax Planning

The IRS recently issued new cryptocurrency guidance and is hot on your trail if you bought and sold cryptocurrency and didn’t report it on your tax return. Here are the tax basics. You’ll treat cryptocurrency as property for tax purposes....
2019 Last-Minute Year-End General Business Income Tax Deductions

2019 Last-Minute Year-End General Business Income Tax Deductions

by John Boyle, CFP®, EA, CTC, CEPA | Dec 7, 2019 | Tax Planning

The goal of this strategy is to get the IRS to owe you money. Of course, the IRS is not likely to cut you a check for this money (although in the right circumstances, that will happen), but you’ll realize the cash when you pay less in taxes. Here are five powerful...
2019 Last-Minute Year-End Medical and Retirement Deductions

2019 Last-Minute Year-End Medical and Retirement Deductions

by John Boyle, CFP®, EA, CTC, CEPA | Nov 12, 2019 | Business Planning, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning

When you get busy with your business, it’s easy to forget about your retirement accounts and medical coverages and plans. But year-end is approaching and now is the time to take action. Here are the six strategies that you can implement before the end of the year....
How to Make the RMD From Your Traditional IRA Tax-Free

How to Make the RMD From Your Traditional IRA Tax-Free

by John Boyle, CFP®, EA, CTC, CEPA | Oct 4, 2019 | Estate Planning, Investment Planning, Retirement Planning, Tax Planning

Once you turn age 70 1/2, the tax code mandates that you withdraw a tax code–defined required minimum distribution (RMD) from your traditional IRA. But by using the RMD or other IRA distribution with a qualified charitable distribution (QCD), you can eliminate the RMD...
How to Deduct Medicare as an Expense

How to Deduct Medicare as an Expense

by John Boyle, CFP®, EA, CTC, CEPA | Mar 11, 2019 | Business Planning, Insurance Planning, Tax Planning

Premiums for Medicare health insurance can add up to a substantial sum. That’s especially true if … you have a high income, and you’re married and both you and your spouse are paying premiums.  Fortunately, the premiums can potentially help your tax...
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