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JQR Capital Blog

Updates to Educate and Inform.

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Happy Bastille Day!

You have just 24 more hours to make those contributions count toward tax year 2019 and receive immediate tax benefits (in the form of an income deduction) or lasting benefits in the form of untaxed capital gains. The number one objective is to pay yourself first!

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What Does the CARES Act Say About RMDs?

The CARES Act eliminated the Required Minimum Distributions (RMDs) for all IRAs until the end of 2020. It is possible to replace any withdrawals you may have already made this year - provided that you do not need the income. A Roth IRA may be another good repository to secure your longevity.

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How to Get the Most Money Back on Your Tax Return

Between gathering the necessary paperwork and working through complicated scenarios, tax season can be a stressful time. You’ve worked hard throughout the year, and you want to be sure you’re taking the right measures to get the maximum amount back on your return. Achieving this, however, takes diligence and research.

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Taxation Without Representation

The bottom line is that there is no ideal way to charge a client. Each client should know how much they are paying their financial advisor and what the incentives are for their advisor. If your advisor is unwilling to tell you what they are paid and how that compensation aligns with your goals as a client, grab your wallet and run before you start a revolution!

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March Mudness

It is finally that time of the year. No, not college basketball season - tax season! By now everyone should have received (or been able to download) their Forms 1099 and other important documents. Today (March 15) also marks the deadline to file your 2017 S-Corp or partnership tax returns and elect to file as an S-Corp for 2018. Roll up your sleeves, sharpen your pencils, and find your calculator.

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