by briesterer@thinkvisionary.com | Feb 25, 2022 | Newsletter
If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021 gift tax return. And in some cases, even if it’s not required to file one, it may be beneficial to do so anyway. Who...
by briesterer@thinkvisionary.com | Jan 27, 2022 | Newsletter
We strive to provide the best client service possible. Knowing that many of our clients have busy lives and time is a precious commodity, we offer numerous efficient ways to connect with our team. Meetings – Video conferencing is an easy way for us to meet...
by briesterer@thinkvisionary.com | Jan 26, 2022 | Newsletter
The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax season, here are two quick tips to help speed processing and avoid hassles. Tip 1. Gather all documents needed to prepare an accurate return. You may have received...
by briesterer@thinkvisionary.com | Jan 25, 2022 | Newsletter
On November 17, 2021, it was announced that the IRS would be implementing a new verification process for taxpayers to access their online accounts. To help better protect taxpayer privacy and reduce fraud, the IRS has teamed up with ID.me, a third-party verification...
by briesterer@thinkvisionary.com | Dec 10, 2021 | Newsletter
On Thursday, December 16, Helen Demsher was presented with the G.R.I.T. President’s Award by Wheaton Chamber of Commerce President Vickie Austin. This award is presented to an individual who helped support and shape the presidency of the Wheaton Chamber...
