Level 5 Financial Blog

Tax Bill

It may sound odd when you say it out loud, but after considering all the facts, it’s quite true. However, except in the case of death, the tax code is basically a case of “tax me now or tax me later.

Qualified Charitable Distribution

This is the time of year when people often start taking personal inventory of how fortunate they are and start considering charitable contributions as a way to “give back” a little. For some, it’s an automatic budget item in their day-to-day lives, but for others, it’s a new activity.

CPAs Partnering with Financial Advisor Teams

In the world of accounting and tax consulting, the intricacies of financial planning and investment strategies often require specialized knowledge and insights. In today’s dynamic financial landscape, Certified Public Accountants (CPAs), Enrolled Agents (EAs) and other tax professionals seeking to provide their clients with comprehensive services can greatly benefit from forming partnerships with financial advisor teams, particularly those teams who provide holistic, planning centric solutions beyond traditional investment services.

Taxes in Retirement