Keith Fulk gave us great insights into his tax and accounting practice today. If you need a CPA, or need a new one, this is a good time of the year to contact Keith. You can discuss preparing emendations for previous filings, and take end-of year steps to manage next April’s tax burden more easily now.
While many of us may think we need a home run hitter who can deliver that golden tax deduction, Keith’s approach is to look at several incremental measures, that, when added up, deliver results.
For families who need to juggle living expenses with tuition, parent care, and other eventualities, Keith can provide expert advice about how to transfer stock or other under-performing (or over-performing) assets within the family, to take a timely depreciation or defer gains to a future tax year.
New opportunities for retirement saving come out of nearly every legislative session; they have inevitable effects on your tax burden, both now and in future years. The conversion of traditional IRAs to Roth IRAs is one common example. Keith can not only help you with the decision, he can also help you review your decisions, and make rollbacks when necessary to help you with your immediate and long-term tax responsibilities.
Similarly, Keith can help a small business with the tax implications of its retirement plan, no matter how many or few employees are involved. The relative ages and compensation levels of employees can make a crucial difference when it comes to an employer’s responsibilities. Discussing this with a tax professional like Keith now can help ensure a future of positive savings growth.
