Mar 23, 2015 | Accounting, Investments, News, Savings, Tips, Uncategorized, Wealth Management
via MSN Money/ Marketwatch An important deadline is fast approaching for people required to tap their retirement savings for the first time. And at least one set of numbers indicates that many investors could miss it. If you turned age 70½ at any point in 2014, you...
Nov 14, 2014 | Accounting, Investments, Savings, Tips, Wealth Management
Charitable contributions made to qualified organizations may help lower your tax bill. The IRS has put together the following eight tips to help ensure your contributions pay off on your tax return. 1. If your goal is a legitimate tax deduction, then you must be...
Jun 12, 2014 | Accounting, Tips
Wall Titus, Lakeland Accounting Firm, would like to remind you: Please note that the IRS does not initiate contact with taxpayers by email to request personal or financial information. This includes any type of electronic communication, such as text messages and...
