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...
by Cindy Joyce | Dec 2, 2021 | Financial Planning, Taxes
Written by: Elissa Wurf, PhD, CFP, CPA Some financial advisory firms offer tax preparation services, but at Agili, we focus exclusively on tax planning. At Agili, when we make investments for clients that have atypical tax treatment, we like to review their tax...
by Cindy Joyce | Aug 31, 2021 | Taxes
Written by: Elissa Wurf, PhD, CPA, EA Taxpayers with children started receiving advance payments of half of their child tax credit on July 15th as a result of the American Rescue Plan signed into law back in March. These expanded child tax credit provisions are in...
