Perhaps the only thing more painful than paying taxes is becoming a victim of a tax scam. Every year, unscrupulous criminals seek to scam unsuspecting Americans during this time of the year. That’s why earlier this month the IRS released its “Dirty Dozen” – 12 tax scams to have on your radar so you can […]
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This post comes from Per Stirling Financial Advisor, Angela Epley, CFP®. December can feel like the busiest month of the year, but a little planning and preparation can do wonders for lifting worries to make more room for merriment and cheer. Make sure you and your financial advisor work together to check these items off […]
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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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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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