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Tax Season

Gary quoted in NY Post - New York City's rich are getting hit with record tax bills

Submitted by Madison Planning Group on April 16th, 2019

On Sunday, April 14th, Gary was quoted in the New York Post in an article pertaining to how wealthy New York residents are getting hit with record high tax bills.

Tags:
  • Tax Planning
  • Tax Policies
  • Tax Season
  • Taxes
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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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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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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.

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  • Tax Season
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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.

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  • Tax Season
  • Taxes
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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.

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  • Charity
  • Tax Planning
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Gary Attends Ed Slott and Company Training

Submitted by Madison Planning Group on November 6th, 2018

Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Coronado, Calif. October 25-27, 2018.

Tags:
  • Ed Slott
  • Estate Planning
  • IRA
  • Retirement Planning
  • Tax Policies
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Federal Income Tax Returns Due for Most Individuals

Submitted by Madison Planning Group on March 22nd, 2018

Federal Income Tax Returns Due for Most Individuals

The federal income tax filing deadline for most individuals is Tuesday, April 17, 2018. That's because April 15 falls on a Sunday, and Emancipation Day, a legal holiday in Washington, D.C., falls on Monday, April 16, this year.

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Using a Tax Refund to Fund an IRA in 5 Easy Steps

Submitted by Madison Planning Group on March 15th, 2018

Using a Tax Refund to Fund an IRA in 5 Easy Steps

What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $5,500 ($6,500 for individuals age 50 or older) for 2017 and 2018. It can also be split among multiple accounts.

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2018 Retirement Plan Contribution Limits

Submitted by Madison Planning Group on February 26th, 2018
Tags:
  • 401k
  • 403b
  • IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Tax Policies
  • Tax Season
  • Taxes
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