Tax Planning Advice

Tax Planning Advice

Hey everyone Chad here. It’s a well-known fact that tax season and tax appointments are some people’s worst time of the year.  But, not for me in my mind it’s the most wonderful time of the year.  I love it.   A couple years ago I met with a...
Roth Conversion Frequently Asked Questions & Answers From A CPA

ROTH Conversions

All right couple things real quick:   One—I suck at editing videos, so we’re just gonna roll with this and if I miss up, I mess up.    Two—I need a haircut and I apologize.  I know I look pretty shaggy right now.    All right three—one of the big things...
Extension Over; October 15th Due Date

Extension Over; October 15th Due Date

This year’s tax season has been a lot like that movie ‘The Never-Ending Story’. It goes on forever, I have no idea what is going on, and halfway through I want it to end. We will most assuredly be talking about this year and using it as a benchmark for miserable for...
Health Savings Accounts

Health Savings Accounts

Within the ever-changing, never-improving world of health insurance, there is hidden a little gem called a Health Savings Account or HSA.  There are several requirements to be able to utilize an HSA that we will touch on in a bit, but the first is that you must be...