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Ben Schultz Ben Schultz

It's not new, but it works - 529 College Savings Plan

Managing taxes is likely to be a top priority as you make decisions for your portfolio.  If you hope to send a child to college, that’s probably a priority, too.  Here's one simple strategy that can help you pursue both these important goals: a 529 College Savings Plan.

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IRS Expectations, Tax, Tax Compliance Ben Schultz IRS Expectations, Tax, Tax Compliance Ben Schultz

IRS Hires Private Debt Collection Services: We can help

The recent announcement that the IRS is turning over certain collection cases to third-party debt collectors has sent some shockwaves through our profession. The IRS has stated that only very old, inactive cases over a certain dollar limit will be referred to third-party collection agencies. The reality is that a taxpayer has the right to immediately request that their account be returned to the IRS for collection, and this may be beneficial for many taxpayers.
 

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