InSight

Author: Kevin Taylor

Tax Document Checklist

Tax Preparation Checklist Personal Information Your social security number or tax ID number Your spouse’s full name, social security number or tax ID number, and date of birth Identity Protection PIN, if issued by the IRS Routing and account numbers

View More »
New
Kevin Taylor

Overview of tax documents and when to use them

Common Tax Documents: W-2 Form: Issued by employers to employees, showing wages earned and taxes withheld throughout the year. Used for reporting income on personal tax returns. 1099 Forms: Various types including: 1099-INT: Reports interest income earned from bank accounts.

View More »
New
Kevin Taylor

Why I Prefer Investing in CDMO Facilities

In the world of investing, there are myriad avenues to explore, each with its unique appeal and potential for growth. One avenue that has increasingly captivated my attention is investing in Contract Development and Manufacturing Organizations (CDMOs). However, my approach

View More »
boulder colorado financial planners
New
Kevin Taylor

Real Estate Investment Due Diligence: An Introduction

In the world of real estate investment, thorough due diligence is the cornerstone of success. Whether you’re a seasoned investor or just dipping your toes into the market, understanding the ins and outs of this crucial process is essential. In

View More »

Pin It on Pinterest