by Logan Creek Creative | Oct 14, 2024 | Uncategorized
Each of us needs to keep records that substantiate our tax return or other important life events for as long as they are needed. So what does this mean? The basic retention period. Federal tax return substantiation is generally three years from the later of the...
by Logan Creek Creative | May 1, 2024 | TAX TIPS
Seeing Inside the Mind of the IRS Using the IRS Audit Technique Guidelines (ATGs) While most of us are never audited, when it happens we can often feel overwhelmed. Remember that the IRS auditor performs these audits every day. They know what to look for, and may ask...
by Logan Creek Creative | Apr 26, 2024 | TAX TIPS
Wouldn’t it be nice to check out of the workforce early and not need to worry about having enough money for retirement? While good financial planning can help you get there, leveraging the tax code as part of your retirement plan is also a good idea....
by Logan Creek Creative | Apr 8, 2024 | TAX TIPS
Be sure to mark your calendar because federal income taxes are due on April 15 for 2024. Key Takeaways You need to know about other important tax-related dates in addition to the April 15 filing deadline to avoid penalties and make the most of savings opportunities....
by Logan Creek Creative | Apr 4, 2024 | TAX TIPS
Sharing your legacy plan with those you care about is a critical step, often skipped. Here’s how to make estate planning conversations with your family most productive. SIGNING THE PAPERWORK IS THE EASY PART of setting up your estate plan. What comes before that step...
