The Effect Roth Conversions Have on Taxes, Medicare & Social Security
In this post regarding Roth conversions, our CPAs explain how you can convert a traditional IRA to a Roth IRA and explain the tax benefits, implications on social security, and effects on your Medicare when you do seek out a Roth conversion.
Benefits and Downfalls of Restricted Stock Units–Everything You Need to Know About RSUs
If you work for a company that offers Restricted Stock Units (RSUs) to its employees, join us as we outline how they work in 4 different scenarios – from long-term and short-term capital gain circumstances, to tax break situations.
Your Guide to Reporting Non Taxable Income
From inheritances to employer-provided health insurance and even profits from selling your home, our Raleigh CPAs at Steward Ingram & Cooper PLLC are sharing common types of non taxable income so you can claim all you need to (and nothing you don’t) on your upcoming tax return.
All You Need to Know About Student Loan Interest Deduction
The last three years have been full of unprecedented events, one being the pause on federal student loan payments, which, after 43 months, has come to an end. Join our CPAs as we discuss 10 ways to claim a student loan interest deduction.
Your Guide to Recording Digital Assets as Taxable Income
At Steward Ingram & Cooper PLLC, a trusted Raleigh-based CPA firm, our tax prep and tax planning professionals recognize the importance of understanding the tax implications of digital assets. Join us as we navigate the complex tax landscape of digital assets so you remain compliant.
A Step by Step Guide to Reducing Taxable Income
Our team of experienced professionals have extensive tax planning strategies that can optimize your small business’ financial health. Whether you’re a small business owner, an individual seeking personalized tax advice, or need assistance with advanced tax planning, we have the knowledge to guide you towards optimal financial outcomes.
Revocable vs Irrevocable Trust: What Type of Trust Should You Consider?
When you are contemplating creating a trust but you don’t know what type is best, our Raleigh CPA firm is here to help. In the article, our accountants are sharing the key differences between a revocable trust and an irrevocable trust so you can add your assets to the one that makes the most sense for your needs.
Financial Statement Audit: Types, Stages, and Preparing for a Successful Audit
In this article, our Raleigh CPA firm answers “What is a financial statement audit,” and outlines the types and stages of an audit so you can successfully navigate a small business financial audit.
Top 5 Tips for Financial Planning in a Divorce
When it comes to financial planning during a divorce, working with a trusted accountant who can guide you through the process of having all your documents changed makes for a sound financial future. Learn what tip our accountants have to share in order to make this time that little bit easier.