IWS – Integrated Wealth Strategies
  • Home
  • Contact
  • Services
  • About
  • Financial Tools
  • Articles
Select Page
Interested in an EV? How to qualify for a powerful tax credit

Interested in an EV? How to qualify for a powerful tax credit

by Richard Hall | Jul 26, 2022 | Individual

Sales and registrations of electric vehicles (EVs) have increased dramatically in the U.S. in 2022, according to several sources. However, while they’re still a small percentage of the cars on the road today, they’re increasing in popularity all the time. If you buy...
2022 Q3 tax calendar: Key deadlines for businesses and other employers

2022 Q3 tax calendar: Key deadlines for businesses and other employers

by Richard Hall | Jul 19, 2022 | Small Business

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2022. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all...
Your estate plan: Don’t forget about income tax planning

Your estate plan: Don’t forget about income tax planning

by Richard Hall | Jun 14, 2022 | Individual

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. Now, because many estates won’t be...
Social Security benefits: Do you have to pay tax on them?

Social Security benefits: Do you have to pay tax on them?

by Richard Hall | Jun 7, 2022 | Individual

Some people who begin claiming Social Security benefits are surprised to find out they’re taxed by the federal government on the amounts they receive. If you’re wondering whether you’ll be taxed on your Social Security benefits, the answer is: It depends. The taxation...
The ins and outs of Series EE savings bond taxation

The ins and outs of Series EE savings bond taxation

by Richard Hall | May 24, 2022 | Individual

Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about them except on occasional trips to a file cabinet or safe deposit box. One of the main reasons for buying U.S. savings bonds (such as Series EE...
« Older Entries
Next Entries »

Recent Posts

  • 2023 limits for businesses that have HSAs — or want to establish them
  • How inflation will affect your 2022 and 2023 tax bills
  • Inflation means you and your employees can save more for retirement in 2023
  • Tax and other financial consequences of tax-free bonds
  • What local transportation costs can your business deduct?

Categories

  • Benefits (2)
  • Events (1)
  • Financial Forms (2)
  • Fraud Brief (1)
  • Individual (87)
  • News (1)
  • Small Business (83)
  • Uncategorized (7)

Archives

  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • April 2021
  • March 2021
  • February 2021

Recent Comments

    • Facebook
    • X
    © 2021 Integrated Wealth Strategies.