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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
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