Some changes are coming in on the 1040 for the 2019 year based on the draft that we've seen. This includes a line for capital gain and losses…
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Watch out if you plan to borrow from your IRA for short term cash need. The money must be returned within 60 days. And if it's not, if…
ListenIf you're the sole heir, you have an IRA and inherited it, you need to take the requirement of distributions. For anyone that inherits an IRA requirement on…
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Radio Show
Dec 13, 2019
Welcome to the Dr. Friday Show! A few days left and it's Christmas Day, but we're still the gift that keeps on giving - especially to all your…
#Inherited Property Basis#Cryptocurrency Reporting#Retirement Tax Planning#Tax Filing Status
ListenA Roth IRA or a standard traditional IRA. Under the current tax law, I've been talking to quite a few clients that are married couples making less than…
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Radio Show
Nov 30, 2019
Welcome to the Dr. Friday Show! Hoping your Thanksgiving weekend went well like my Thanksgiving weekend did! For this episode, I focused more on planning for retirement. That's…
#Retirement Tax Planning#Roth Conversions#Social Security Benefits#Annuity Fees And Risks
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Radio Show
Nov 16, 2019
Before your tax woes become TAX-ic, come and take a listen to this yet another insightful episode of Dr. Friday Show. For this episode, Dr. Friday takes calls,…
#Retirement Tax Planning#Rental Property Sales#Capital Gains Deferral#Home Office Deduction
ListenChildren under the age of 18 working for mom and dad in their business. Partnership? Sole proprietorship? Awesome idea, people! Why not have kids work, learn that they're…
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Nov 9, 2019
that can be found on this website by clicking on the link. Deduction for the Cost of Modification for Senior Proofing a Home Medical Expense and Deduction Filing…
#Medical Expense Deductions#Estimated Tax Payments#Crowdfunding Taxation#IRS Debt Resolution
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Radio Show
Nov 2, 2019
Financial advisor Hank Parrott of Estate and Financial Strategies is this week's guest for the Dr. Friday Show. If you have questions about Social Security or if you…
#Retirement Tax Planning#Capital Gains Taxes#Tax Preparer Accountability#Health Savings Accounts
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Radio Show
Sep 21, 2019
[audioplayer] Listen to this week's episode of the Dr. Friday Show, broadcast live every Saturday at 2:00pm Central on 99.7 WTN! Dr. Friday is joined by real estate…
#Retirement Tax Planning#Roth Conversions#Capital Gains Taxes#IRS Debt Resolution
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Radio Show
Sep 7, 2019
[audioplayer] Listen to this week's episode of the Dr. Friday Show, broadcast live every Saturday at 2:00pm Central on on 99.7 WTN! In this episode, Dr. Friday gives…
#IRS Debt Resolution#Retirement Tax Planning#W-4 Withholding#Income Tax Brackets
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