Featured Archives - Page 2 of 3 - Anthem Strategy & Advisory

How Can a Tax Professional Help an NIL Athlete Navigate Challenges?

Navigating tax season can be particularly stressful for NIL athletes, especially as the April 15th deadline approaches. The process involves not only the preparation and filing of tax returns but also ensuring that athletes can fulfill their tax liabilities in a manner that aligns with modern payment methods. Challenges in Tax Preparation Strategies for Ease […]

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Financial Stability for NIL Athletes

Article, Featured / Tyler Coates

Ensuring financial stability both during and after their athletic careers is a crucial concern for NIL athletes. One of the primary strategies recommended to manage financial health involves effectively handling tax liabilities. Key Strategy: Estimated Tax Payments To enhance cash flow management and avoid a large tax bill when the fiscal year ends, it’s best

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NIL Athletes: Do I Need a Traditional IRA or Roth IRA Account?

Article, Featured / Tyler Coates

NIL athletes often encounter complex financial decisions early in their careers, one of which involves opting between traditional vs. Roth IRAs for their retirement planning. The predominant question that athletes go back and forth on revolves around the appeal of immediate tax deductions offered by traditional IRAs, versus the long-term tax benefits of Roth IRAs.

NIL Athletes: Do I Need a Traditional IRA or Roth IRA Account? Read More »

What are Estate and Trust Taxes?

Article, Featured / Andrew Bertz

Estate and trust taxes overlap in many areas yet have distinct differences in terms of tax categories. Grasping these differences is essential for effective estate planning and management. Estate Taxes Income Taxes for Estates and Trusts Key Takeaways

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What Should I Know About End-of-Life Planning?

Article, Featured / Andrew Bertz

End-of-life planning is a complex and sensitive topic that involves various critical components and decisions. Despite its challenging nature, it’s an indispensable part of life’s planning process. Key Considerations The Role of Professionals Benefits of Professional Involvement Engaging in end-of-life planning, with the support of seasoned professionals, ensures that despite its inherent challenges, the process

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Is Estate and Trust Planning Something I Should Consider?

Article, Featured / Andrew Bertz

Estate and trust planning is often perceived as a task reserved for the wealthy or those concerned with tax implications. However, its significance extends far beyond financial considerations, touching on the very core of family well-being and continuity. The initiation into estate planning frequently occurs during major life milestones, such as the arrival of a

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Common Misconceptions in Estate Planning

Article, Featured / Andrew Bertz

Estate planning is often surrounded by misconceptions, particularly the belief that smaller estates equate to simpler estate taxes. This couldn’t be further from the truth. Complexity in estate planning doesn’t necessarily correlate with the size of the estate. In fact, even the smallest estates can encounter intricate tax scenarios and unforeseen complications. It’s a common

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Important 2024 Tax Deadlines and Cutoff Dates

Alert, Featured / Kelsea Balde

Forms 1099 Businesses (including Schedule C’s; farms, rentals, etc.) are required to prepare these annual informational returns for certain amounts paid during the conduct of their trade or business. Recipient copies are required to be issued by January 31, 2024. In order to meet this deadline, we need you to submit all of your information,

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IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs

Alert, Featured / Kelsea Balde

The Internal Revenue Service (IRS) has released the new 2024 contribution limits for investors’ retirement accounts, bringing some noteworthy changes. These adjustments impact 401(k) plans, individual retirement accounts (IRAs), and other retirement savings vehicles. For 401(k) plans, the employee contribution limit will increase to $23,000 in 2024, marking a slight uptick from the previous year’s

IRS announces 2024 retirement account contribution limits: $23,000 for 401(k) plans, $7,000 for IRAs Read More »

Oregon ‘Kicker’ Credit: Who Qualifies and What’s It Worth?

Alert, Featured / Kelsea Balde

Oregonians have a reason to celebrate as the state is set to inject some unexpected cash into the pockets of eligible residents. The Oregon ‘kicker’ program, which refunds surplus state revenue to taxpayers, is making headlines for its remarkable $5.61 billion revenue surplus during the 2021-2023 biennium. This surplus, recently confirmed by the Oregon Office

Oregon ‘Kicker’ Credit: Who Qualifies and What’s It Worth? Read More »

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