• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

The Wealth Chronicle: Tax Prep Edition

February 27, 2014 by Bautis Financial

February marks the beginning of the rush to get taxes done by April 15th.  I wanted to dedicate this issue to providing information about how to maximize your annual tax preparation experience.  You’ll find articles on:

  • Questions to ask your CPA when you meet to discuss the preparation of your annual tax return.
  • 2013 marks the first year that we will see the changes from The American Taxpayer Relief Act of 2012 hit.  You will see some tips to avoid these “stealth taxes”
  • The IRS rules surrounding IRAs can be tedious, so now is a good time to review the regulations and how to stay compliant so as to take advantage of the IRA and to avoid any unnecessary penalties

The newsletter can be read here
I work with many CPA’s and if you would like a recommendation on one to help with preparing your tax return please let me know.

Category: Taxes
Previous Post: « Maximize Your Social Security Paycheck
Next Post: Bitcoin: A Primer »

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023 By Bautis Financial

Fed Hikes Rates by a Quarter Point and Indicates Increases May Be Nearing an End

Fed Hikes Rates by a Quarter Point and Indicates Increases May Be Nearing an End

March 23, 2023 By Bautis Financial

5 Questions to Ask Yourself 5 Years Before You Retire

5 Questions to Ask Yourself 5 Years Before You Retire

March 21, 2023 By Bautis Financial

Biden Vetos Retirement Investment Resolution

President Biden Issues First Veto of Presidency On Retirement Investment Resolution

March 21, 2023 By Bautis Financial

Stock Market Recap

Market Recap Week of 3/13/2023 Through 3/17/2023

March 20, 2023 By Bautis Financial

Blog Categories

  • Budgeting/Saving (36)
  • Business (53)
  • Clear A Path Podcast (6)
  • Client Resources (4)
  • College Planning Learning Center (2)
  • College Planning Podcast Series (3)
  • Daily Flash Briefing (1)
  • Education (33)
  • Estate Planning (16)
  • Finance News (584)
  • Insurance (27)
  • Investments (247)
  • Learning Center (25)
  • Lifestyle (52)
  • Miscellaneous (50)
  • Personal Finance (159)
  • Politics (21)
  • Real Estate (48)
  • Retirement Planning (104)
  • Social Security and Medicare (28)
  • Taxes (49)
  • The Agent of Wealth Podcast (147)
  • Uncategorized (109)
  • Videos (154)
  • Wealth Management (72)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top