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Traditional IRA & Roth Conversion

By Chelsi Balfour
If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …
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Homeowners and Renters Can Receive Payments of up to $1,500

By Chelsi Balfour
The deadline for filing is December 30th, 2022. More than three million residents are eligible for up to $1,500 in property tax relief under the ANCHOR program. To be eligible for this year’s benefit, you must have occupied your primary residence on October 1st, 2019. You must also fi …

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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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