Jul 13, 2022 | News to Note
From Kleshinski, Morrison & Morris, CPAs — Dear Clients and Friends, Today we conclude our three-week look at mid-year tax planning for 2022. In Part 3 of the series, we address cryptocurrency, reverse mortgages, and a number of strategies to pursue to mitigate...
Jul 6, 2022 | News to Note
From Kleshinski, Morrison & Morris, CPAs — Dear Clients and Friends, Today we continue our look at mid-year tax planning for 2022. In Part 2 of our three-week series, we discuss how to plan the timing of your expected investment gains and losses, and strategy for...
Jun 29, 2022 | News to Note
From Kleshinski, Morrison & Morris, CPAs — Dear Clients and Friends, Another challenging year has just passed. While the COVID-19 crisis has lessened, international events have led to supply chain issues and inflationary prices. Since income may not rise at the...
Jun 22, 2022 | News to Note
From CBS News/Moneywatch — BY AIMEE PICCHI — The IRS this month will send millions of letters to taxpayers whom it believes underpaid the tax agency. It’s important to pay attention to this letter — called a CP14 — because ignoring it could lead to penalties....
Jun 15, 2022 | News to Note
From NextAvenue.org — By Jennifer Nelson — Looking to declutter your finances? Consider Kakeibo (pronounced kah-keh-boh), a Japanese budgeting system that literally translates to “household financial ledger.” Created in 1904 by Japan’s first female...
Jun 8, 2022 | News to Note
From Time.com/nextadvisor — By Dashia Milden — The 2022 tax season was rocky — from an IRS processing backlog to refund delays and filing errors as a result of changes to the tax code. As a result, the IRS predicted more than 15 million taxpayers would file for an...
