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Tax & Strategic Planning
Understanding both individual and corporate tax practice is what the accountants at John Kiley CPA, LLC do best. We pride ourselves on the ability to clearly communicate with our clients to help them navigate not only tax season, but their financial futures as a whole.
We believe that every client deserves financial freedom and to understand which tax strategies are most rewarding for their unique situations. That is why we strive every day to provide our clients with the best customer service available and to never allow a prerecording to do the job for us.
Have you cashed in some investment gains in 2019? You may be looking for unrealized losses in your portfolio so you can sell those investments to offset your gains before year end. This can reduce your tax liability. But don’t run afoul of this rule.
With the annual federal gift tax exclusion, you can transfer substantial amounts free of gift taxes to your children and others. Here are the basic rules.
If you own Series EE bonds, check the issue dates on your bonds. If they’re no longer earning interest, you probably want to redeem them. Read this article to learn more on that and how the interest on the bonds is taxed.
Want to offset the high cost of college? There may be a federal tax credit for higher education costs that you can claim. Here are the basic details.
For businesses, fall means it’s time to begin year-end tax planning. It’s also time to think about the fourth quarter 2019 filing deadlines.
The third estimated tax payment deadline is coming up. Here are the details of when it is and whether you’re required to make a payment.
Are you an educator heading back to school and spending money out of your pocket to teach your students? You may be eligible for a special tax break.
Prudently planning how to take money out of your traditional IRA can mean more money for you and your heirs. Here are three areas to understand in order to maximize your retirement savings.
If the names and Social Security numbers on your employees’ W-2 forms don’t match the government’s records, you may receive a “no-match letter.” Here’s what these letters mean and how to proceed.