If you underpay estimated taxes, you may be subject to penalty. IRS Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts is the form that you use to
It has recently come to my attention that State Farm is no longer offering free TurboTax to its banking customers:
For many years, State Farm has offered TurboTax for free, or
Employee stock purchase plans (ESPPs) are, in short, amazing. If you have access to one and your are not maximising it, you should take a second look. They come with
So the ‘Brexit’ vote happened. The markets weren’t expecting it, and they are about to show their disappointment. Big picture, the actual leaving of the EU might be a good
From a tax perspective, a Solo 401(k) AKA Individual 401(k) is one of the most attractive retirement solutions for solopreneurs. The Solo 401(k) also allows you to cover your sp..
An Accountable Plan is something that a company adopts in order to manage employee reimbursable items. In general, such a plan means that the employee’s expenses are not conside..
I like Robo’s, especially Betterment as they appear much more human than the wicked Wealthfront. As an advisor myself I find that the strategies they implement offer a lot of
I hope all you savvy readers know what a backdoor Roth IRA is? You don’t? It’s really complicated, which is why posts are generally 200000 words or more and have
Note: I am not a tax professional.
I was recently reading a post on the Tax Implications of Reselling and MS by Noah at Money Metagame, and at first, felt the
April 15th is commonly known as the tax deadline. However, this can be pushed back by up to 6 months by filing an extension via IRS form 4868. This creates a new