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  2019 Tax Year Guide

  In uncertain times, proactive tax
  planning can help you preserve your
  financial well-being

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.

Selling Securities by Year End? Avoid the Wash Sale Rule.

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.

When is Tax Due on Series EE Savings Bonds?

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.

Taking Distributions From Your Traditional IRA

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.