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What Is Federal Income Tax?

There are numerous types of taxes that most working people end up having to pay. These taxes can be levied by the government at all … Read more

Year End Planning Roth Conversions

2020 Tax Season: Important Information and Dates

 As we prepare for tax season, we want to keep you apprised of when you can expect to receive your tax documentation from Raymond James.  … Read more

Top Year-End Investment Tips
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IRS released IRS Notice 2020-51 which extended the deadline to August 31, 2020 to return any unwanted 2020 RMDs.

Unprecedented Relief! ALL unwanted RMDs taken in 2020 can now be returned – rolled over – back to an IRA or company plan. By “ALL” … Read more

Opportunity Blooms in Tax Season

Whether you get a refund or end up owing, you have options. Romosozumab (sclerostin monoclonal antibody) versus teriparatide in postmenopausal women with osteoporosis transitioning from … Read more

Protect Yourself and Your Parents from Tax Fraud
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Protect Yourself and Your Parents from Tax Fraud

Keep an eye out for warning signs and reduce your vulnerability with a few simple tips. A disturbing trend may be endangering the financial security … Read more

Prep Now, Fret Less

Prep Now, Fret Less

Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, … Read more

Tax Event Header
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EVENT HAS PASSED: All you Need to Know about the New Tax Reform

Complimentary Workshop! Join Sweet Financial Services for a Tax Planning Workshop on Wednesday, October 24th at the Holiday Inn, Fairmont, featuring guest speaker Christopher P. Hennessey.  Mr. … Read more

Why skipping a generation can be a good thing
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Why Skipping a Generation Can Be a Good Thing

Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way. The new tax law, passed in late December, temporarily raised the … Read more

The Art of Giving
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The Art of Giving

Thinking about donating your beloved collection of cars, art, antiques or jewelry? Keep these considerations in mind. When it comes to giving generously, cash doesn’t … Read more

Ten Tax Tips
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Top 10 Tax Changes For Business Owners

What owners of small and medium-size businesses need to know. On Dec. 22, the Tax Cuts and Jobs Act (TCJA) was signed into law. This … Read more

Tax tips before filing
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Double-Check Before Filing Your IRS Return

It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties. … Read more

Tick, Tock… It’s time for your Required Minimum Distribution
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Tick, Tock… It’s time for your Required Minimum Distribution

The December 31st deadline is approaching fast… don’t forget to take your Required Minimum Distribution! What are required minimum distributions (RMDs)? Required minimum distributions, often … Read more