Want to Save Taxes on a Roth IRA Conversion?

by | Dec 11, 2018 | Insight

Terms of ServiceEffective: May 23, 2018Thanks for using our services! These terms of service (“Terms”) cover your use and access to our services, client software and websites (“Services”). We use ClientWhys, Inc. as our technology platform to...

Year-end Tax Planning Strategy – Annual Gifts

by | Dec 7, 2018 | Insight

Terms of ServiceEffective: May 23, 2018Thanks for using our services! These terms of service (“Terms”) cover your use and access to our services, client software and websites (“Services”). We use ClientWhys, Inc. as our technology platform to...

Are You an S Corporation Stockholder? Are You Taking Reasonable Compensation in the Form of Wages?

by | Dec 6, 2018 | Insight

Terms of ServiceEffective: May 23, 2018Thanks for using our services! These terms of service (“Terms”) cover your use and access to our services, client software and websites (“Services”). We use ClientWhys, Inc. as our technology platform to...

Tax deadlines for filing 1099-Misc, 1099-DIV, 1099-INT and 1099-R.

by | Dec 5, 2018 | Insight

Terms of ServiceEffective: May 23, 2018Thanks for using our services! These terms of service (“Terms”) cover your use and access to our services, client software and websites (“Services”). We use ClientWhys, Inc. as our technology platform to...

Holiday Gifts with Tax Benefits

by | Dec 4, 2018 | Insight

Terms of ServiceEffective: May 23, 2018Thanks for using our services! These terms of service (“Terms”) cover your use and access to our services, client software and websites (“Services”). We use ClientWhys, Inc. as our technology platform to...

Make An Early Charity Donation to Save on Year-End Taxes

by | Dec 3, 2018 | Insight

Terms of ServiceEffective: May 23, 2018Thanks for using our services! These terms of service (“Terms”) cover your use and access to our services, client software and websites (“Services”). We use ClientWhys, Inc. as our technology platform to...