fbpx

Tax Planning

Maximize Deductions and Minimize Income

Rick had an opportunity to tell viewers of the NewsCenter1 audience to maximize deductions and minimize income in 2017.  This year will be the last year many taxpayers will be able to take many itemized deductions.  While Congress almost doubled the itemized...

Tax Planning for Retirement Plan Required Minimum Distributions

Watch this video on YouTube Planning is important for all things financial, including retirement, which is inevitable no matter how far into the future it may seem. The financial decisions you make in your 20s through your 60s will greatly impact the quality of your...

When You Need a Financial Specialist

Watch this video on YouTube I believe strongly in the value of financial planning and of working with a fiduciary planner who acts in your best interests. However, a planner is not necessarily the only money professional you may need to maintain your financial...

Tips When Appealing Your Real Estate Assessment

At this time of year property owners in South Dakota receive their property tax assessments. It is important to compare this year’s assessment to last year’s. If your assessment has gone up, you will want to take a closer look at the new valuation to...

Most Overlooked Tax Deductions

Will you leave money on the table when you do your 2016 taxes?  It’s very possible you will.  Rick did an interview with KOTA Territory’s Scott Gross yesterday on some of the most overlooked tax deductions that taxpayers often miss, according to Kiplinger....

Roth IRA Tax Strategies, Part Two

Watch this video on YouTube Last week I covered strategies for when to use Roth IRAs. An additional aspect of Roths is the benefit of being able to do a conversion from a traditional IRA to a Roth. It is best to consider doing a Roth conversion when your current tax...