Retirement Basics: Understanding Tax Efficiency

One of the basics in retirement is to be as tax efficient with your income as possible. In 2019, income tax rates range from 0 to 37 percent, plus a potential 3.8 percent net investment tax. Understanding how these progressive tax rates apply to ordinary income...

Wealth Formula

Diane Gardner guest starred on the Wealth Formula podcast with show host Buck Joffrey. CLICK HERE TO LISTEN  On this episode, we cover:  The difference between a CPA and a Tax Coach Tax planning strategies Diane’s suggestion for high wage earners Creative...

The Home Service Expert

Diane Gardner guest starred on The Home Service Expert podcast with show host Tommy Mello. CLICK HERE TO LISTEN  On this episode, we cover:  Advantages and disadvantages of different business structures How large companies employ different strategies for...

Reminder: Second Quarter Estimated Taxes Due

If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The second quarter due date is now here. Due date: Monday, June 17th 2019 Remember, you are required to withhold at least 90...

Reminder: First Quarter Estimated Taxes Now Due

If you have not already done so, now is the time to review your tax situation and make a 2019 estimated quarterly tax payment using Form 1040-ES. The first quarter due date is now here. First-quarter due date: Monday, April 15, 2019  Remember, you are required to...
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