IC-DISCs

IC DISCs: The Biggest Tax Break Most Businesses Don’t Know About

Glass Jacobson Wealth Advisors Tax Planning For Businesses, Business Management, International Leave a Comment

Did you know that there’s a tax break that was specifically enacted as an incentive to strengthen U.S. manufacturing and encourage exports during the economic recovery? The Interest-Charge Domestic International …

social security

Choose Social Security Options Wisely or It Could Cost You

Christine R. Schmitz, MA, CPA, PFS, CFP®, LTCP Personal Finance 1 Comment

Did you know that 95 percent of retirees get it wrong when it comes to choosing when to start their Social Security benefits – and it’s costing them trillions of …

Integra International

We Are 5,000 Strong! The Power of Integra International

Scott S. Keen, CPA Glass Jacobson News, International Leave a Comment

No, we haven’t merged with anyone and we haven’t been acquired by a large firm. However, Glass Jacobson is a member of Integra International – and this gives us access …

contribution limits 2020

401(k) Contribution Limits for 2020 | Retirement Account Contributions

Richard Osikowicz, AIF® Tax Planning For Individuals, Personal Finance, Investing, Retirement Plans, 401k Leave a Comment

The Internal Revenue Service has updated retirement plan contribution limits for 2020 to benefit taxpayers across the board. The new guidelines affect not just 401(k)s but several other account types …

backdoor roth conversion

Don’t “Knock” the Backdoor Roth Conversion Solution

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Tax Planning For Individuals, Investing, Personal Finance Leave a Comment

Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long-term financial goals as well as their availability to fund shorter-term financial goals, such as …

year-end tax strategies for businesses

6 Year-End Tax Strategies for Businesses

Steven G. Albert, CPA, MST Tax Reform, Business Management, Tax Planning For Businesses Leave a Comment

As you enter the final stretch of the year, it’s time to figure out how to limit your business’s tax liability for 2019. Make sure your year-end tax planning is …