John M . Welch, CPA

12/21/2021

reminds you of a provision that allows for up to $600 in deductions for donations to qualifying organizations. See https://go.usa.gov/xMKNE

12/20/2021

Giving to charity not only can make positive changes, it could positively effect your tax burden as well. Read the article below to learn how to utilize charitable giving tax strategies, how to minimize your tax burden, all while supporting your cause or community.

Charitable giving is a way to do good for others and yourself. Here we compare charitable giving and tax strategies during your lifetime vs. leaving a legacy.

12/17/2021

Why Dave Ramsey Might Just Be Right About Using Only Cash

A cash-only budget will encourage you to spend only what you make and avoid debt traps.

12/16/2021

This form is for homeowners, this will confirm how much mortgage interest you paid for the tax year

12/15/2021

What does retirement look like? Have you started planning?

How do you want your retirement to look? These segments will help guide you down the path to the retirement lifestyle you envision.

12/14/2021

December's check will be the final advance payment.

The IRS will send out the last advance payment this week, but there's more money coming in 2022. Here's what you need to know.

12/13/2021

So you've invested in Bitcoin, and managed to save up a large amount. Now what? Here are some ideas you can use for spending inspiration!

Bitcoin and other cryptocurrencies have attracted the interest of investors. But what can you actually buy with them today?

12/10/2021

6 Simple Tips for Young Investors Saving for Retirement

Learn these simple saving tips to maximize your retirement options

12/09/2021

Don't be afraid to discuss with your parents about estate planning. Read this article to understand the importance of discussing estate planning with your parents, along with how to do so successfully.

Though it can be difficult to discuss, estate planning helps ensure things play out the way your parents would want.

12/08/2021

As a small business owner, management skills are important with running your business successfully. Here are 10 workforce management tips that any small business owner and manager can benefit from!

Understanding how to manage employees effectively is an essential skill to develop.

12/07/2021

While rollovers are a frequent IRA transaction, some people are hesitant to go through with filing one. Read this article to understand what a IRA rollover is, and contact us today for one-on-one guidance with your retirement planning.

It's easy for a rollover to break the rules, triggering income taxes and penalties.

12/06/2021

If you have multiple jobs, each employer should provide you this form.