Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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Tag: tax planning

Mid-Year Tax Planning Checklist
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Mid-Year Tax Planning Checklist

Article Highlights: Mid-Year Planning Avoiding Unpleasant Surprises Events That Have Tax Consequences Waiting until after the close of the tax year to worry about your taxes can result in missed opportunities that could have reduced your tax liability or provided […]
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Year-End Tax Planning Issues
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Year-End Tax Planning Issues

Article Highlights: Benefits Sunsetting After 2021 Benefits Sunsetting After 2022 Not Needing to File May Be an Opportunity Maximize Education Tax Credits Employer Health Flexible Spending Accounts Maximize Health Savings Account Contributions Roth IRA Conversions Avoid Required Minimum Distribution (RMD) […]
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Fall Tax Planning May Be Wise
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Fall Tax Planning May Be Wise

Taxes are like vehicles in that they sometimes need a periodic check-up to make sure they are performing as expected, and if ignored, can cost you money. That is true of taxes as well, especially for 2021, as the pandemic […]
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Mid-Year Tax Planning Checklist
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Mid-Year Tax Planning Checklist

All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or financially assist them. Mid-year is the perfect time for tax planning. The […]
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Retirement and Financial Tax Planning
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Retirement and Financial Tax Planning

Planning and saving for retirement takes dedicated plans and effort. It’s important to consider the tax implications of building your nest egg, as well as of using that egg during those golden years. Join Squire tax experts, with Squire Wealth Advisors as they discuss the tax implications and basics of […]
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