by Lori Eason | Jul 15, 2015 | Tax Planning
In my line of work, I am often asked about IRA rollovers. Most commonly, clients have a 401k with a previous employer and are wondering what steps they need to take to remove their funds from the plan. Starting in 2015, the IRS now follows a stricter interpretation of...
by Lori Eason | Jan 1, 2015 | Tax Planning
April 15th? Maybe just another day of the year If it seems like every year preparing and filing your taxes has become more and more difficult, it’s because it has. There is probably no better proof of the need for tax reform than what most Americans have to go through...
