Tax-Planning Tips for the Year Ahead
Now that Tax Day has come and gone, you may be eager to avoid thinking about the topic for a while. If you faced any unexpected tax bills or a lower refund than you anticipated, you may still be reeling from the surprise. But as tempting as it may be to put off tax planning…
Read MoreTalking Taxes – What To Discuss With Your CPA in the Next 90 Days
As tempting as it might be to put off thinking about taxes until the new year, being proactive about your tax strategy can set you up for success. Over the next 90 days, you have a chance to make some smart year-end choices that could have a significant impact on your 2022 and 2023 tax…
Read MoreArizona Tax Credit Reminder
Don’t lose sight of this opportunity to cut your tax bill while practicing generosity. Each year, Arizona offers tax credits that independently reduce your state taxes when donations are made to select schools and organizations. Each credit has its own rules and limitations. You can learn more about individual tax-cutting opportunities on the Tax Credit…
Read MoreThe Proposed Tax Reform and What It Means for You
https://www.johnmoore.com/content/uploads/2021/10/Tax-Reform.mp3 Financial planner Brian Cochran joins us to talk about the new proposed tax reform, beginning with today’s current tax structure. He explains the most important changes that could go into effect in the near future, including new tax rules for high-income households and business owners, new tax brackets, and what to know about the…
Read MoreNew Year, New Questions
https://www.johnmoore.com/content/uploads/2020/11/20201016.mp3 With a possible new president in the White House soon, many question how the tax landscape will change in the new year. Financial Planner Brian Cochran discusses how the government influences economic growth, monetary vs. fiscal policy, and reminds us that regardless of one’s net worth, money can’t provide for what is truly important.
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