Blog
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Roth IRA Conversion Re-characterizations Changed
The 2017 Tax Cuts and Jobs Act (TCJA) changed the provision for Roth IRA Conversion Re-characterizations. Upon retirement, you may have a couple of years when you are in a...
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“Kiddie Tax”
When your children who are under 19 (or under 24 if they are a student) have investment income over $2,100 they are subject to the “Kiddie Tax.” Kiddie tax was designed to prevent...
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Tax Consequences for Self-Employed Individuals
Owning your own business can be very rewarding, both personally and financially. Being the sole decision-maker for this important undertaking can also be overwhelming. Business owners have many choices to...
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Tie-Breaking Rules for Qualifying Child of More Than One Person
QUICK LINKS: Tie-Breaking Rules for Qualifying Child of More Than One Person | Earned Income Tax Credit Although the deduction for personal and dependency exemptions is temporarily repealed for tax years...
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TAX TIP: Record Keeping for State Taxes
When Congress passed the Tax Cuts and Jobs Act back in December, the standard deduction doubled and as a result, a number of taxpayers will no longer claim Schedule A...
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IRS Confirms Tax Filing Season to Begin Jan. 28
Despite the government shutdown, the Internal Revenue Service today confirmed that it will process tax returns beginning January 28, 2019 and provide refunds to taxpayers as scheduled. READ MORE at...
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Did You Know…Long Term Care Hybrid Policies?
What are Long Term Care Hybrid policies, and are they right for you? by Roxie Muñoz, CLU®, FLMI, Assistant Vice President, Insurance Services Clients today have many more options to assist with...
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Tax Reform Guide Features VNFA’s Laurie Siebert
Pennsylvania CPA Journal published a Bonus Edition 2018 featuring an article by Laurie A. Siebert, CPA, CFP®, AEP® and Senior Vice President - Tax Reform's Effect on Charitable Giving. ...
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Crytopcurrency – Common Requirements for Taxes
We know there is a need to keep accurate and complete tax records. This is especially true if you own, invest in or use virtual, digital or crypto-currencies like bitcoin...
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VIDEOS: Laurie Siebert Discusses Tax Law with PICPA
In advance of her spring Pennsylvania CPA Journal column, our Senior Vice President Laurie Siebert sat down with the Pennsylvania Institute of CPAs (PICPA) to discuss the Tax Cuts and...
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