Offset capital gains by selling losing investments. And, learn about the best tax shelter in history! Here's a quick 3-minute video you don't want to miss.
As use of cryptocurrency has been growing, many users aren't aware of the tax rules and regulations that govern cryptocurrency transactions. In this video, we'll explain how and when cryptocurrencies are taxed, as well as how to report transactions to the IRS.
The tax deadline for your 2021 individual return is fast approaching. What if you aren’t able to pay your taxes in full? Watch now to learn about your options.
While death is a fact of life, it can be exceptionally hard for those left behind. A Will can help provide direction and ease the burden for your loved ones. Here's a great video you don't want to miss.
Trusts are used in estate planning to help protect wealth and ensure assets are distributed to the right beneficiaries. In this video, we’ll cover the why and how of setting up a trust.
When it comes to Individual Retirement Accounts, a common misconception is that they are only available to people who are employed. While IRAs do have certain income requirements, a Spousal IRA enables an unemployed spouse to contribute to an IRA. Watch this video to learn more.
Tax season is upon us, so it’s time to prepare for your 2021 tax filing. In this video, we’ll cover the procedures for submitting this year’s tax information.
Many S-Corporations may not be reporting their Group Health Insurance correctly. Are you an owner of an S-Corporation? Here's a quick 3-minute video you don't want to miss.
If you see a reduction in your Social Security check, it may be because your medicare premium went up. In the video, I’ll cover how your income level influences your premium and how you might minimize the impact.
Do you have a rental property or know someone who does? There are many critical mistakes to avoid if you prepare your own tax return. Watch this short video to learn more.
The cost of a college education is very expensive and growing. For this reason it’s more important than ever to begin saving early. In this video, we will provide a brief overview of a 529 College Savings plan and the tax benefits that can maximize the growth of your savings.
Tax laws change from year to year and taxpayers aren’t always aware of the deductions available to them. Watch now to see the top 10 most overlooked deductions that may be available to you.
The standard deduction has made it more challenging to receive tax benefits from your charitable contributions, but in this video we’ll cover strategies to maximize those benefits.
If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits. Here's a great video to learn more.
Whittaker & Saucier is a full-scale CPA firm in Venice, Florida. We offer our clients a traditional complement of accounting services, plus a number of unique services they can't find anywhere else such as eBookkeeper, our Quickbooks based outsource accounting system. We believe that our clients time is as important as ours, so we deliver a professional, accurate product on time, every time. To give our clients the utmost assurance of that accuracy, we also have respected colleagues periodically review our work as part of a prestigious peer-review process.
Most importantly, we want our clients to know that there are real people standing behind our work?real people who are only a phone call away, and who are always available to listen to questions and concerns. While we're completely fluent in the tax code, we take care to explain your financial picture to you in plain English, in terms you can understand. At Whittaker & Saucier, our goal is to place our clients on solid financial footing whether they're individuals or large corporations, or anything in between.