by briesterer@thinkvisionary.com | Oct 5, 2020 | Newsletter
Health Coverage Terms Employers Should Know Under the Affordable Care Act, certain employers – known as applicable large employers – are subject to the employer shared responsibility provisions. You might be thinking about these topics as you make plans...
by briesterer@thinkvisionary.com | Oct 4, 2020 | Newsletter
Choosing a Retirement Destination: Tax Considerations With health care, housing, food, and transportation costs increasing every year, many retirees on fixed incomes wonder how they can stretch their dollars even further. One solution is to move to another state where...
by briesterer@thinkvisionary.com | Oct 2, 2020 | Newsletter
Taking Early Withdrawals From Retirement Accounts While taking money out of a retirement fund before age 59 1/2 is usually not recommended, in certain cases, it may be unavoidable, especially during times of economic crisis. If you need cash and have a retirement fund...
by briesterer@thinkvisionary.com | Oct 1, 2020 | Newsletter
Tax Treatment of Virtual Currency Transactions Whether you’ve invested in Bitcoin and sold it at a profit or loss or received it for services performed, you’ll need to report it on your tax return. Here’s what you should know: Background Prior to...
by briesterer@thinkvisionary.com | Sep 22, 2020 | Newsletter
Wessel & Company CPAs and Advisors, headquartered in Johnstown, PA, has been recognized as one of the Top 400 CPA firms in the nation. The list is compiled by Inside Public Accounting (IPA) and published on a yearly basis. “Our team is excited to be recognized...
by briesterer@thinkvisionary.com | Sep 8, 2020 | Newsletter
Preparing for a Successful Retirement As you approach retirement, it’s vital that you pay attention to several important financial matters to ensure a smooth transition. Here are five of them: 1. Health Insurance Are you among the lucky few who will continue to...
