by Daniel Kukla | Dec 10, 2019 | Proactive Tax Planning
With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities...
by Daniel Kukla | Oct 9, 2019 | Proactive Tax Planning
By Brighton Samet, Moneta Tax Planning Consultant With open enrollment season approaching, it’s a good time to re-evaluate your health insurance costs and coverage. Over the past decade, high deductible health insurance plans (HDHP) have become increasingly common,...
by Daniel Kukla | Apr 25, 2019 | Proactive Tax Planning
By Brighton Samet, Moneta Tax Planning Consultant Earlier this year, you may have seen the worrisome headlines about taxpayers getting smaller refunds or taxpayers owing the IRS. Through February 15, the average tax refund was 16.7% lower compared to a year ago1....
by Kelly Schmitt | Jun 19, 2017 | Proactive Tax Planning
The Kansas legislature has finalized the rollback of the previous tax cuts implemented in 2013. In general, the new law is retroactive to January 1, 2017, but new individual tax rates will be phased in over 2 years and itemized deduction allowances will be increased...
by Kelly Schmitt | Jun 16, 2017 | Proactive Tax Planning
Missouri taxpayers affected by this spring’s severe weather and flooding may qualify for tax relief, according to a recent Internal Revenue Service (IRS) press release. “The declaration permits the IRS to postpone certain deadlines for taxpayers who reside or have a...
by Kelly Schmitt | Jan 27, 2017 | Proactive Tax Planning
Proposed changes to the federal tax code have been receiving significant attention following the national elections this past November. Now that President Trump has been inaugurated and the new Congress has convened, people are anxious to see which of the proposals...
