by mikenakowicz | Feb 22, 2017 | General, Stories That Make Us Happy, Tax
Unfortunately, some taxpayers need to owe tax as a result of their annual filing. But they do not always receive an answer that leaves them satisfied that they got every deduction and credit they deserve. Last week we had a client with an unexpected amount due. We...
by mikenakowicz | Jun 11, 2016 | General, NakFin Culture, Tax
1.) How do I deal with the significant shift in my daily activities? While we are working we often find ourselves dreaming about traveling and relaxing all day during retirement. The reality is as we get closer to retirement the panic sets in, “What will I do with all...
by mikenakowicz | Jun 11, 2016 | General, NakFin Culture, Tax
Most Grandparents out there would agree that just being one is the best! We are blessed with three grandchildren Harrison turned 5 in May, Finn turned 2 in March, and Avery will be 1 in June. We feel joy each day with stories and fun times spent with each. After a...
by mikenakowicz | Jun 11, 2016 | General, NakFin Culture, Tax
Over the last few years, Congress has been shrinking IRS staffing through budget cuts. To further this shrinking, IRS employees will not be replenished after any of the staff leaves for retirement. With these types of initiatives, the IRS has been relying on their...
by mikenakowicz | Oct 22, 2015 | General, Tax
Today we will be talking about the trying times when your children go off to college. Not only are your kids gaining some independence in their living and education life, they gain independence with the IRS. Going off to college is one of those milestones that needs...
by mikenakowicz | Oct 15, 2015 | Financial Services, General, Tax
IRA’s are great tools to use for tax and retirement planning. You can contribute to a traditional IRA if your income fits within certain parameters. You may also be able to contribute even if you’re currently contribute to a 401k at work. With a traditional IRA you...
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