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BLOG, ARTICLES, & RESOURCES
Explore insightful articles, expert analysis, and timely updates on the latest trends and best practices in regards to retirement, social security planning, taxation, and risk management. Discover actionable steps and thought-provoking perspectives from The AFI Group's seasoned professionals and industry experts to help you maximize your family legacy.
Taxes in Retirement
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared?
A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the process, here are some essential pieces of information to help make tax season as smooth as possible.
Income: You'll need to report all sources of income, including wages, salaries, tips, unemployment compensation, dividends, and any other taxable income.
Dependents: You can claim a tax credit for each dependent you have, such as a child or elderly parent. You'll need to provide information about your dependents, including their names, social security numbers, and relationship to you.
Filing Status: Your filing status can affect your tax liability, so it's important to choose the status that best fits your situation. The five filing statuses are single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.
Filing deadline: Tax season typically runs from January to April, with a deadline of April 15th to file your federal tax return. Some states may have different deadlines, so it’s important to check with your local tax authority. For specific deadlines this 2023 you may download our 2023 tax planning guide.
Tax Forms: Depending on your situation, you may need to file specific tax forms, such as the W-2 for wage and salary income, the 1099 for freelance and other types of income, and the Schedule C for self-employment income.
Filing methods: You can choose to file your taxes electronically or by mail. Electronic filing is generally faster and more secure than traditional mail-in filing.
Tax Credits: There are various tax credits available, such as the Earned Income Tax Credit (EITC), the Child Tax Credit, and the American Opportunity Tax Credit.
Don't wait until the last minute to start your taxes. Thankfully, there are several resources available to help make this process easier. We are sharing to you our complete 2023 Tax Planning Guide.
Click here to download 2023 Tax Planning Guide
Social Security
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared?
A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the process, here are some essential pieces of information to help make tax season as smooth as possible.
Income: You'll need to report all sources of income, including wages, salaries, tips, unemployment compensation, dividends, and any other taxable income.
Dependents: You can claim a tax credit for each dependent you have, such as a child or elderly parent. You'll need to provide information about your dependents, including their names, social security numbers, and relationship to you.
Filing Status: Your filing status can affect your tax liability, so it's important to choose the status that best fits your situation. The five filing statuses are single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.
Filing deadline: Tax season typically runs from January to April, with a deadline of April 15th to file your federal tax return. Some states may have different deadlines, so it’s important to check with your local tax authority. For specific deadlines this 2023 you may download our 2023 tax planning guide.
Tax Forms: Depending on your situation, you may need to file specific tax forms, such as the W-2 for wage and salary income, the 1099 for freelance and other types of income, and the Schedule C for self-employment income.
Filing methods: You can choose to file your taxes electronically or by mail. Electronic filing is generally faster and more secure than traditional mail-in filing.
Tax Credits: There are various tax credits available, such as the Earned Income Tax Credit (EITC), the Child Tax Credit, and the American Opportunity Tax Credit.
Don't wait until the last minute to start your taxes. Thankfully, there are several resources available to help make this process easier. We are sharing to you our complete 2023 Tax Planning Guide.
Click here to download 2023 Tax Planning Guide
Estate Planning
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared?
A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the process, here are some essential pieces of information to help make tax season as smooth as possible.
Income: You'll need to report all sources of income, including wages, salaries, tips, unemployment compensation, dividends, and any other taxable income.
Dependents: You can claim a tax credit for each dependent you have, such as a child or elderly parent. You'll need to provide information about your dependents, including their names, social security numbers, and relationship to you.
Filing Status: Your filing status can affect your tax liability, so it's important to choose the status that best fits your situation. The five filing statuses are single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.
Filing deadline: Tax season typically runs from January to April, with a deadline of April 15th to file your federal tax return. Some states may have different deadlines, so it’s important to check with your local tax authority. For specific deadlines this 2023 you may download our 2023 tax planning guide.
Tax Forms: Depending on your situation, you may need to file specific tax forms, such as the W-2 for wage and salary income, the 1099 for freelance and other types of income, and the Schedule C for self-employment income.
Filing methods: You can choose to file your taxes electronically or by mail. Electronic filing is generally faster and more secure than traditional mail-in filing.
Tax Credits: There are various tax credits available, such as the Earned Income Tax Credit (EITC), the Child Tax Credit, and the American Opportunity Tax Credit.
Don't wait until the last minute to start your taxes. Thankfully, there are several resources available to help make this process easier. We are sharing to you our complete 2023 Tax Planning Guide.
Click here to download 2023 Tax Planning Guide
Investment Strategies
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared?
A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the process, here are some essential pieces of information to help make tax season as smooth as possible.
Income: You'll need to report all sources of income, including wages, salaries, tips, unemployment compensation, dividends, and any other taxable income.
Dependents: You can claim a tax credit for each dependent you have, such as a child or elderly parent. You'll need to provide information about your dependents, including their names, social security numbers, and relationship to you.
Filing Status: Your filing status can affect your tax liability, so it's important to choose the status that best fits your situation. The five filing statuses are single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.
Filing deadline: Tax season typically runs from January to April, with a deadline of April 15th to file your federal tax return. Some states may have different deadlines, so it’s important to check with your local tax authority. For specific deadlines this 2023 you may download our 2023 tax planning guide.
Tax Forms: Depending on your situation, you may need to file specific tax forms, such as the W-2 for wage and salary income, the 1099 for freelance and other types of income, and the Schedule C for self-employment income.
Filing methods: You can choose to file your taxes electronically or by mail. Electronic filing is generally faster and more secure than traditional mail-in filing.
Tax Credits: There are various tax credits available, such as the Earned Income Tax Credit (EITC), the Child Tax Credit, and the American Opportunity Tax Credit.
Don't wait until the last minute to start your taxes. Thankfully, there are several resources available to help make this process easier. We are sharing to you our complete 2023 Tax Planning Guide.
Click here to download 2023 Tax Planning Guide
Business Owners
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared?
A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the process, here are some essential pieces of information to help make tax season as smooth as possible.
Income: You'll need to report all sources of income, including wages, salaries, tips, unemployment compensation, dividends, and any other taxable income.
Dependents: You can claim a tax credit for each dependent you have, such as a child or elderly parent. You'll need to provide information about your dependents, including their names, social security numbers, and relationship to you.
Filing Status: Your filing status can affect your tax liability, so it's important to choose the status that best fits your situation. The five filing statuses are single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.
Filing deadline: Tax season typically runs from January to April, with a deadline of April 15th to file your federal tax return. Some states may have different deadlines, so it’s important to check with your local tax authority. For specific deadlines this 2023 you may download our 2023 tax planning guide.
Tax Forms: Depending on your situation, you may need to file specific tax forms, such as the W-2 for wage and salary income, the 1099 for freelance and other types of income, and the Schedule C for self-employment income.
Filing methods: You can choose to file your taxes electronically or by mail. Electronic filing is generally faster and more secure than traditional mail-in filing.
Tax Credits: There are various tax credits available, such as the Earned Income Tax Credit (EITC), the Child Tax Credit, and the American Opportunity Tax Credit.
Don't wait until the last minute to start your taxes. Thankfully, there are several resources available to help make this process easier. We are sharing to you our complete 2023 Tax Planning Guide.
Click here to download 2023 Tax Planning Guide
BLOGS & RESOURCES
Simplifying Tax Season: Essential Information for a Stress-Free Filing
It's tax season! Do you have everything prepared?
A little preparation and organization can simplify the process and reduce your stress levels. Whether you're a seasoned filer or a newcomer to the process, here are some essential pieces of information to help make tax season as smooth as possible.
Income: You'll need to report all sources of income, including wages, salaries, tips, unemployment compensation, dividends, and any other taxable income.
Dependents: You can claim a tax credit for each dependent you have, such as a child or elderly parent. You'll need to provide information about your dependents, including their names, social security numbers, and relationship to you.
Filing Status: Your filing status can affect your tax liability, so it's important to choose the status that best fits your situation. The five filing statuses are single, married filing jointly, married filing separately, head of household, and qualifying widow(er) with dependent child.
Filing deadline: Tax season typically runs from January to April, with a deadline of April 15th to file your federal tax return. Some states may have different deadlines, so it’s important to check with your local tax authority. For specific deadlines this 2023 you may download our 2023 tax planning guide.
Tax Forms: Depending on your situation, you may need to file specific tax forms, such as the W-2 for wage and salary income, the 1099 for freelance and other types of income, and the Schedule C for self-employment income.
Filing methods: You can choose to file your taxes electronically or by mail. Electronic filing is generally faster and more secure than traditional mail-in filing.
Tax Credits: There are various tax credits available, such as the Earned Income Tax Credit (EITC), the Child Tax Credit, and the American Opportunity Tax Credit.
Don't wait until the last minute to start your taxes. Thankfully, there are several resources available to help make this process easier. We are sharing to you our complete 2023 Tax Planning Guide.
Click here to download 2023 Tax Planning Guide
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.