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Filling the Lower Tax Bracket Buckets

Financial Planning Dentist

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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. 1099-DIV: Reports dividend income from investments. 1099-MISC: Reports miscellaneous income,

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February 23, 2024 No Comments
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Tax Mitigation Playbook: Who can use 1031 Exchanges?

Section 1031 of the tax code allows property owners to defer taxes on the sale of their real estate held for business or investment purposes. At InSight, we use this for several strategic and preference-based reasons for clients (See What is a 1031 Exchange for more)  This is Key: The

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May 1, 2022 No Comments
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The 8 Financial Musts when Considering a Divorce

Learn and document what you already have. First work to become familiar with what is known. List out every account that you have, its location, the current balance, if and how it’s invested, and what the liquidity situation is like. This includes all of your personal 401(k)’s IRA, and other

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December 16, 2021 No Comments

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