Monthly Archives: October 2019

IRS Releases New Tax Gap Estimates

From IRS News IR-2019-159, September 26, 2019 The Internal Revenue Service released a new set of tax gap estimates on tax years 2011, 2012 and 2013. The results show the nation’s tax compliance rate is substantially unchanged from prior years.

Posted in 2019 October Newsletter

Tax & Financial Planning Calendar for October 2019

Month Income Taxes Saving and Investing OCTOBER Tax returns on extension due 10/15/19 Find out how to complete your W-4 form correctly using the IRS’ On-line Withholding Calculator Taxpayers on extension must fund retirement accounts by October 15th 5500s for

Posted in 2019 October Newsletter

Game of Loans: Income Based Repayment Options vs Refinancing

Earlier this month, my firm hosted a live webinar in our Financial Boot Camp series titled “Game of Loans: Income Based Repayment Options vs Refinancing ” which was recorded and is now available online. According to the presenter Alex Oliver from First

Posted in 2019 October Newsletter