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06

November

2016 Inflation-Adjusted Tax Changes You Need to Know

Kenneth Price

This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. The Internal Revenue Service recently announced inflation-adjusted items for 2016. The top tax bracket of 39.6% will begin at taxable income over $466,950 for married individuals filing jointly (over $415,050 for single filing status). The changes between the […]

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17

March

7 Questions You Must Ask Your CPA at Tax Time

Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]

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