The Summer Sprint – Financial Tasks to Complete Before Fall, Ep #142
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to…
Posts by Grayson Blazek
Demystifying What the Biden Tax Plan Could Mean For You, Ep #138
You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this…
The Rush to Retire Blueprint, Ep #137
A recent survey discovered that millions of Americans 55 or older are in a rush to retire. The pandemic has many contemplating retiring years earlier than originally imagined after…
Tax Planning with the New American Rescue Plan, Ep #133
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know…
What Happens if You Contribute Too Much to a Roth IRA?
So you contributed too much to your Roth IRA. This is often caught during tax season or when reviewing our client’s previous year tax returns. There are several reasons that…
When Will I Have Everything I Need to File My Taxes for 2020?
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If…
Should I Make a Roth IRA Conversion?
Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion.…
Top Tax Tips to Consider Before Year End
2020 has been a special year, to say the least. For many, it has brought with it changes unique to their own situations, while for everyone it has brought with…
10 Steps to Maximize your Employee Benefits
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits…
Can I Take the Home Office Deduction?
The COVID-19 Pandemic has caused a mass transition of employees to begin working from home. In turn, it has prompted many to question whether they can now deduct the use…
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