by briesterer@thinkvisionary.com | Jun 1, 2021 | Individuals, Newsletter
[vc_row][vc_column][vc_column_text] Changing Jobs? Don’t Forget About Your 401(k) One of the most important questions you face when changing job is what to do with the money in your 401(k) because making the wrong move could cost you thousands of dollars or more...
by briesterer@thinkvisionary.com | May 28, 2021 | Business, Newsletter
[vc_row][vc_column][vc_column_text] Tax Considerations When Selling Your Small Business Selling a small to medium-sized business is a complex venture, and many business owners are not aware of the tax consequences. If you’re thinking about selling your business...
by briesterer@thinkvisionary.com | May 4, 2021 | Individuals, Newsletter
[vc_row][vc_column][vc_column_text] Refunds for Nontaxable Unemployment Compensation The IRS is automatically refunding money to eligible people who filed their tax return reporting unemployment compensation before the recent changes made by the American Rescue Plan....
by briesterer@thinkvisionary.com | May 3, 2021 | Newsletter
[vc_row][vc_column][vc_column_text] Avoiding Tax Surprises When Retiring Overseas Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to...
by briesterer@thinkvisionary.com | May 2, 2021 | Newsletter
[vc_row][vc_column][vc_column_text] Saving for Education: Understanding 529 Plans Many parents are looking for ways to save for their child’s education and a 529 Plan is an excellent way to do so. Even better, is that thanks to the passage of tax reform...
by briesterer@thinkvisionary.com | May 1, 2021 | Newsletter
[vc_row][vc_column][vc_column_text] Common Errors to Avoid When Filing a Tax Return While not all mistakes on tax returns cause delays in refunds, some do. 1. Not using electronic filing. While this isn’t necessarily a mistake per se, filing electronically is the best...
