Join Kay, Andrew and John along with local CPA, Tana Keil, to discuss working with and a tax preparer and making sure your returns are prepared accurately. We invited clients to send questions ahead of time and we also asked Tana some of the most common questions we receive every year around tax time. This […]
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Watch the Medicare and Social Security Seminar
On May 24, 2018, Quinn Stauffer Financial hosted a seminar on the topic of Medicare and Social Security with local experts Margaret Smith and Frank Cardenas. Margaret gives on overview of the parts of Medicare as well as the difference between Traditional Medicare and Medicare Advantage. She also addresses many of the important decisions people […]
2018 Tax Planning: The Bunching Strategy for Itemized Deductions
In light of the 2018 tax reform, many clients may find the “bunching strategy” advantageous when it may not have benefited them in the past. This strategy is geared towards taking advantage of certain personal expenses that can be itemized on Schedule A of your tax return. The IRS either gives taxpayers a “standard deduction” […]
The New Tax Law & Tips in Preparing for 2018 Tax
With your 2017 Federal and TN Tax returns filed, 2018 and beyond offer changes in both Federal and TN tax law. Here are some highlights of both tax systems and the major items that will affect many of our clients. Tennessee Tax While Tennessee does not have a state income tax, we do still have […]
7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love
There is never a bad time to contribute to your retirement. Before the tax filing deadline in April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some, others may benefit by contributing to a Roth IRA that offers no immediate tax break, but […]
Four Estate Planning Must Haves
While not the most fun topic, estate planning is crucial to protecting your estate and beneficiaries. A good estate plan allows You to plan for what will happen to your house, investments, retirement accounts, life insurance, and personal belongings (ex. jewelry, furniture, collectibles, etc.). We consider the following to be must haves for your estate […]