Do you understand the differences between trusts, wills, powers of attorney and advanced directives? What functions do they serve and which ones do you need for your situation? Is your current estate plan set up properly? Join Ryan and attorney Phillip Reed to learn about these topics and have your questions answered.
Financial Planning Opportunities Inside a Tax Return
How much tax are you paying? How efficient are your short- and long-term capital gains? Do you need to plan for a Medicare surcharge during retirement? Let us know if you’d like help deciphering your tax return.
*Ryan is not a tax professional, and all information or ideas presented is for educational purposes only and should not be taken as tax advice. Your specific situation should be discussed in detail with an accountant or tax advisor prior to implementation.
2024 Tax Information and Tips
How do income taxes work? What is ordinary income vs capital income? How much do you actually pay in taxes and how can you reduce that amount by maximizing your deductions? Join Ryan to learn timely tax planning tips for 2024.
*Ryan is not a tax professional, and all information or ideas presented is for educational purposes only and should not be taken as tax advice. Your specific situation should be discussed in detail with an accountant or tax advisor prior to implementation.
Tax Saving Tips
Learn valuable year-end tax strategies & tips for W-2 employees and small business owners with CPA Mike Jesowshek, CEO of the Small Business Tax Savings Podcast.
Ask a CPA
Curious what you should be talking to your CPA about before and during tax preparation time? Ryan interviews Jim Valk from UHY in Kalamazoo to help our clients see how we can work together with your other advisors and keep your financial plan on track. Many investment decisions will have taxable consequences so it’s important to look at the whole picture.
