Yes, of course. BUT, we do need a signed 3rd party waiver from you to discuss your matters with the advisor. This also goes for anyone other than you. _______________________________________________________________________ If you have a question […]
From the October, 2019
We just need the amount to report it. The 1099 isn’t necessary SO LONG as we have the proper, accurate amount. Have more questions? Call (480) 888-7111 to schedule your free consultation today! _______________________________________________________________________ […]
The state refund is only taxable to the extent that it exceeded the sales tax deduction. This carry forward amount is calculated on what is called the “Refunds Worksheet” that can be found in […]
These types of losses can carry forward until they’re used. There is NO time limit. Have more questions? Call (480) 888-7111 to schedule your free consultation today. _______________________________________________________________________ Have a question you would like […]
Note that a good investment/financial advisor is very knowledgeable on this front and should be able to guide you in the specifics of using retirement accounts (along with a variety of other investment vehicles) […]