Insights

We will begin uploading all tax checklists to your eMoney vault today.

Client Services Update: Tax Prep Packets Tax season is upon us! Please take a glance at our helpful updates below.

Enjoy this conversation between Joe Yoon and Clint Thomas discussing the aspects of the CARES Act that impact the filing of 2019 taxes for business owners. Clint is the practice leader at Rubin, Koehmstedt & Nadler (RKN). He is both a Certified Public Accountant (CPA) as well as Certified Valuation Analyst (CVA) and has been serving clients in a variety of industries for the past 25 years. You can learn more about him here: https://www.rkncpa.com/about-us.htm Also, RKN has a specific COVID-19 resource page that you can find here: https://www.rkncpa.com/coronavirus-aid-relief.htm Joe is a senior wealth advisor for AOG Wealth Management. You can learn more about him here: https://www.aogwealth.com/our-team. The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. No consideration or compensation has been received from any firm referenced in the above commentary. Investment advisory services offered through AOG Wealth Management, Inc.

Enjoy this conversation between Joe Yoon and Clint Thomas discussing the aspects of the CARES Act that impact the filing of 2019 taxes for individuals and families. Clint is the practice leader at Rubin, Koehmstedt & Nadler (RKN). He is both a Certified Public Accountant (CPA) as well as Certified Valuation Analyst (CVA) and has been serving clients in a variety of industries for the past 25 years. You can learn more about him here: https://www.rkncpa.com/about-us.htm Also, RKN has a specific COVID-19 resource page that you can find here: https://www.rkncpa.com/coronavirus-aid-relief.htm Joe is a senior wealth advisor for AOG Wealth Management. You can learn more about him here: https://www.aogwealth.com/our-team. The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. No consideration or compensation has been received from any firm referenced in the above commentary. Investment advisory services offered through AOG Wealth Management, Inc.

Watch this video where Jim Ortlip discusses how the change in federal tax deadlines to mid-July has impacted investment companies and their issuance of K-1s.

Tax planning is all about thinking ahead. It appears that the tax rates from 2019 have remained the same for 2020, with a slight adjustment to the income bracket for inflation. Even with being aware of the slight change, there are a few other ways to make sure you stay on track for 2020.....

An Individual Retirement Account (IRA) is a tax-advantaged way to save for retirement. The two main types of IRA accounts for individual investors are Traditional IRAs and a Roth IRAs. While both account types offer extremely enticing tax treatments, the main difference between the two account types is the tax treatment of contributions compared to distributions. The key to choosing the account type that best fits your needs is to understand the tax treatment of the account types and if you qualify to make contributions or take deductions....

You may ask what is a Roth IRA and why is it something that might make sense for me?

Tax season is upon us! Please take a glance at our helpful tax tools and important dates listed below.....