by Gabby Miller | May 15, 2022 | Newsletter
The IRS recently released guidance providing the 2023 inflation-adjusted amounts for Health Savings Accounts (HSAs). High inflation rates will result in next year’s amounts being increased more than they have been in recent years. HSA basics An HSA is a trust created...
by Gabby Miller | Apr 14, 2022 | Newsletter
In some cases, homeowners decide to move to new residences, but keep their present homes and rent them out. If you’re thinking of doing this, you’re probably aware of the financial risks and rewards. However, you also should know that renting out your home carries...
by Gabby Miller | Apr 5, 2022 | Newsletter
The clock is ticking down to the April 18 tax filing deadline. Sometimes, it’s not possible to gather your tax information and file by the due date. If you need more time, you should file for an extension on Form 4868. An extension will give you until October 17 to...
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...
