Broker Check
The Power of Tax-Deferred Growth The Facts About Income Tax The Cost of Procrastination Rightsizing for Retirement

Helpful Tax Planning

for 2017 and 2018

MAKING A LIST… AND … CHECKING IT TWICE


     Tax Season is just around the corner and we have made lists (of what’s new & likely new in the tax code for 2017 & 2018) and checked them twice!  Read all about it for both individual and business returns in the end of the year letters prepared to inform and remind you of things you can do BEFORE YEAR’S END TO MINIMIZE YOUR TAX LIABILITY. IT IS MORE IMPORTANT THAN EVER TO TAKE YEAR END PLANNING ACTION TO TAKE ADVANTAGE OF DEDUCTIONS THAT MIGHT NOT BE AVAILABLE NEXT YEAR. Please take a moment and read; we know you are busy but, don’t miss out! Click anywhere in this article to link to the letters.  

 

     When our 2017 software arrives, we will be getting it ready for YOU our clients.  As soon as that happens, you will be getting another email with instructions for access to your organizer.  Look for that early in the 2nd week of January.  Until then enjoy the Holidays with family and friends and Happy Tax Planning.  As always you can call us with any questions!!

 

Doug Stephenson and the SAC Staff


Making A Difference In Your Financial Future

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletters, articles, calculators, and research reports as well as access to your investment accounts. 

Our firm's experience as Certified Public Accountants gives you access to over 20 years of experience in accounting systems using QuickBooks, business management, development and controllership services as well as income tax planning and preparation experience for businesses and individuals. We serve businesses to help individuals.

As Certified Financial Planners, we use a comprehensive approach focusing on the 8 wealth management issues to focus our attention on your most pressing financial needs. We’re here to help educate you about the basic concepts of wealth management and take action towards your financial goals.

Doug's affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM provides him with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Surprises

Making the most of surprises is a great reason to work with us.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

View all videos arrow