Posts filed under: tax

The financial fallout from the COVID-19 crisis has been difficult for many and its effects will likely be felt for some time. On the bright side, it has created a wonderful opportunity to do Roth conversions at an affordable tax...

US News and World Report | Annalyn Kurtz| Dec. 4, 2017 The end of the year is always a good time to do some financial housekeeping, but this year in particular, uncertainty about tax reform may mean investors should throw...

Master limited partnership is exploring a change to corporate structure that could shield investors from the fallout of a likely debt restructuring The Wall Street Journal | Liz Hoffman, Matt Jarzemsky and Laura Saunders| March 9, 2016 For some energy...

Wednesday, January 14, 2015 | Joe Alfonso, GoLocalPDX Contributor April 15 is rapidly approaching and now is a good time to start getting ready. The following are some suggested steps to take now while there is still time to ensure...

Wednesday, October 08, 2014 | Joe Alfonso, GoLocalPDX Contributor April 15 is still a ways off and taxes are probably pretty far from your mind. Now, however, is a great time to take advantage of tax saving opportunities that will...

April 15, 2013|Joseph Alfonso, Credit.com By now most of us have filed our income tax returns, and the last thing we want to do at this point is think about taxes....

January 5, 2013 |Brent Hunsberger, The Oregonian From afar, cliffs can be beautiful, awe-inspiring. Up close, they’re jagged, intimidating and dangerous. What Congress did last week to avert the fiscal cliff works just the opposite. For now, the vast majority...

As you probably already know, the tax law is changing in 2010 to remove the current restriction for making traditional IRA to Roth conversions. Currently, individuals with modified adjusted gross incomes in excess of $100,000 cannot do a conversion without...