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Tax Planning

2019 Tax Deadlines

The end of tax season is around the corner.

This year, tax filing deadline is April 15th. So get your appointments with CPAs, Online Tax Advisors, or brave the new forms yourself!

2019 Tax Rates, Deductions and 1099 Releases

Welcome to the 2019 Tax Year! Doesn’t it feel so good? The answer is always the same in taxes… it depends.

Not many major changes in the tax code when comparing 2018 to 2019. But a couple of highlights to report on. See our Tax Report from December as a guide for 2018 Tax Strategies.

4 Keys to Taxes on Social Security

Like many of the topics we go over regarding taxes, the taxation of Social Security income can get complicated. For many retirees, they start Social Security without even thinking about how it is going to affect their taxes until the following year. I meet with new clients all the time that can’t figure out why they owe a bigger bill at the end of the year.

Gift Taxes: What are they really?

Gift Taxes. What are they really?

2018 Tax Deadlines

The end of tax season is around the corner.

This year, tax filing deadline is not April 15th. I know, very exciting stuff!

2018 Tax Rates, Deductions, and 1099 Releases

Welcome to a New Tax Year! Doesn’t it feel so good? The answer is always the same in taxes… it depends. For some, they welcome in a year where their minimum deductions just went up by about 10-15%! For others (looking at you Californians), there may be some concern as to where some of their deductions went.

8 Ways to Plan for a Successful Finish to 2017

2017 is coming to a close, and it’s time to review those tax strategies before the books are closed for the year. There are a lot of changes likely coming in future years regarding to tax changes. We have discussed the potential impacts frequently on the blog. Check out the tax link to see more.

The Largest Social Security COLA in 5 Years!

Every October, the Social Security Administration announces whether there will be a Cost-of-Living-Adjustment (COLA) to Social Security Benefits for the upcoming year.

California Taxes: How bad are they, really?

California, also known as the Golden State. There are many wonderful things about California. We have fantastic weather, scenery, and boast some of the great industries in the country (agriculture, technology, and so on).

However, high taxes are not so wonderful. California is typically known as a bottom dweller as far as tax friendliness goes.

Trump Tax Proposal (Fasten your seat belts!)

Picture yourself in the movie theater. You are just about to start a widely anticipated movie. You’ve seen all the trailers (multiple times), read all the pre-reviews, spoken with your friends about your expectations, and maybe even planned your expectations on how this movie will affect your thinking on life (okay, maybe the last one went too far…).

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The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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