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IRS Issues Annual List of Tax Scams

Submitted by Madison Planning Group on April 11th, 2019

The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list.

Tags:
  • Cyber Security
  • CyberCrime
  • IRS
  • Tax Season
  • Taxes
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Top 15 Money Management Tips

Submitted by Madison Planning Group on March 25th, 2019

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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Rules on Opening a 529 Plan Account for College

Submitted by Madison Planning Group on March 25th, 2019

Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account.

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There's Still Time to Contribute to an IRA for 2018

Submitted by Madison Planning Group on February 22nd, 2019

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2018. You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2018 ($6,500 if you were age 50 or older on December 31, 2018).

Tags:
  • IRA
  • Retirement
  • Retirement Planning
  • Tax Planning
  • Tax Policies
  • Tax Season
  • Taxes
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2019 Retirement Plan Contribution Limits

Submitted by Madison Planning Group on February 19th, 2019

Maxing out your retirement account contributions can be a smart financial move not only to help reduce your tax bill, but also to ensure you're setting aside enough money for the future. But do you know how much you're allowed to contribute?

Tags:
  • Retirement
  • Tax Planning
  • Taxes
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How can I get a tax break for child care?

Submitted by Madison Planning Group on February 19th, 2019

More than 60% of children under age six in the United States have two parents in the workforce. 1 Many of these working parents must spend a burdensome share of their earnings on child care, especially if they don't have relatives who are willing and able to help out.

Tags:
  • Tax Planning
  • Tax Season
  • Taxes
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Due Date Approaches for 2018 Federal Income Tax Returns

Submitted by Madison Planning Group on February 19th, 2019

Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your 2017 tax return and gathering W-2s, 1099s, and deduction records. You'll need these records whether you're preparing your own return or paying someone else to prepare your tax return for you.

Tags:
  • Tax Planning
  • Tax Season
  • Taxes
  • Read more

Beneficiary Form Checklist

Submitted by Madison Planning Group on February 11th, 2019

Did you know that your beneficiary forms will trump any other estate planning documents you my have established?                          

Failing to properly update these forms can compromise the legacy you worked so hard to build.

Check out

Tags:
  • Beneficiary
  • Estate Planning
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What Are the Costs of the Government Shutdown?

Submitted by Madison Planning Group on February 11th, 2019

The longest government shutdown in U.S. history ended after 35 days on January 25, 2019. A temporary appropriations bill extended funding for shuttered federal agencies to February 15, 2019, while a bipartisan committee negotiates a new spending bill for the Department of Homeland Security.1

Tags:
  • Economy
  • Government Shutdown
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Top Strategies for Charitable Giving

Submitted by Madison Planning Group on January 30th, 2019

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history.

But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively.

Tags:
  • Charity
  • Tax Planning
  • Tax Season
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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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