by Cindy Joyce | Jun 9, 2023 | Agili Team Members, Taxes
by Adrienne Martin At Agili, we enjoy going above and beyond on behalf of our clients. As a team, we make every effort to do so, and we often share our knowledge internally so that we can help clients in similar situations. We thought we would share some...
by Cindy Joyce | Mar 13, 2023 | Taxes
Michael Joyce recently shared his tax planning tips with NBC12’s Rachel DePompa – and the story was distributed nationally for NBC’s InvestigateTV. Watch the story. Tax Filing Deadline This year, the deadline for filing tax returns is Tuesday, April...
by Cindy Joyce | Apr 13, 2022 | Taxes
Written by Michael Joyce, CFA, CFP® and Elissa Wurf, PhD, CFP®, CPA Lehigh Valley Business subscribers can read our article on this topic here. It’s Tax Prep Season, but You Should Be Focused on Tax Planning Year-Round We are all aware that April 15th is...
by Cindy Joyce | Mar 22, 2022 | Financial Planning, Taxes
Take our tax quiz here! Tax Planning with Agili At Agili, tax planning is an important service we provide to our clients. Tax planning is not tax preparation (or preparing tax returns). What do we mean by tax planning? We mean that when we make investment...
by Cindy Joyce | Jan 14, 2022 | Retirement Planning, Taxes
Written by: Elissa Wurf, PhD, CFP®, CPA New tables for calculating the Required Minimum Distributions (RMDs) from Traditional, SEP, and SIMPLE IRAs as well as from 401(k)s and 403(b)s went into effect on January 1, 2022. The last time these “life...
by Cindy Joyce | Jan 5, 2022 | Taxes
Written by: Elissa Wurf, PhD, CFP®, CPA In our effort to keep clients apprised of tax news, we wanted to let you know that you may soon receive (or you may have already received) one or both of the following tax letters from the IRS. Please set these aside with...
