Tag Archives: taxes

It’s Never Too Early to Plan Your Retirement

Even when you’ve determined an exact date you want to retire, it’s hard to know how many years your retirement will last. So it stands to reason that planning for an early retirement could be a challenge. However, there are … Continue reading

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Do Tax Preparers Know What They’re Doing?

For several years, researchers have been sending people into tax preparation offices to test the quality of the work. The results have been scary: • A tax preparer in North Carolina wasn’t sure what to do with one client’s dividend … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Discusses Tax Scams

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this blog, Canet discusses the … Continue reading

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IRS warns of top 3 tax scams for 2016

The start of tax filing season means the start of tax scam season, and this year the scams are expected to be worse than ever, despite new anti-fraud measures enacted by the IRS. So the agency is warning about the … Continue reading

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Top Tax Issues for 2016

As 2015 comes to an end, take some time to look over these changes, issues, and other concerns you may have this tax season. 1. Supreme Court ruling on ACA Millions of people will now continue to have access to … Continue reading

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Don’t Forget Your Required Minimum Distributions!

Here’s a gentle reminder to be sure your required minimum distributions (RMDs) are executed before the end of the calendar year. WHAT IS A RMD? RMDs apply to qualified plan accounts that receive a tax deduction for contributions and tax … Continue reading

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Tax Loss Harvesting Tips

Tax Loss Harvesting Tips Even though taxes may not be due until April, now is the time to decide if you should do any tax loss harvesting. Although tax loss harvesting cannot restore losses, it can lessen them. In short, … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Emphasizes It’s (still) All About the Fed

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this blog, Canet discusses the … Continue reading

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