Tax Insights with Hawkins Ash CPAs

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In these lively interviews, Jeff Dvoracheck, CPA, breaks down complex tax topics into bite-size how-to's. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We…

Tax Insights with Hawkins Ash CPAs


    • Sep 4, 2024 LATEST EPISODE
    • weekly NEW EPISODES
    • 4m AVG DURATION
    • 228 EPISODES


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    Latest episodes from Tax Insights with Hawkins Ash CPAs

    Navigating Early Retirement Withdrawals: 2024 Rule Changes and Exceptions

    Play Episode Listen Later Sep 4, 2024 4:27


    On today's episode of Tax Insights, Jeff discusses key considerations for early retirement account withdrawals. He explains potential penalties and the new 2024 exceptions that could help you avoid them. Tune in to learn how these changes might impact your retirement planning and the steps you can take to stay compliant.

    New 2024 Rule: Beneficial Ownership Reporting

    Play Episode Listen Later Aug 28, 2024 4:10


    On today's episode of Tax Insights, Jeff explains a new rule for 2024 that affects LLCs and similar businesses. These entities must file Beneficial Ownership Information with the government by December 31st to avoid hefty penalties. This filing is typically a one-time requirement unless changes occur within the business. Tune in to learn how this new regulation could impact your business and ensure you stay compliant.

    Understanding the Audit Process: What Business Owners Need to Know

    Play Episode Listen Later Aug 19, 2024 4:19


    On today's episode of Tax Insights, Jeff breaks down the audit process for business owners. He explains that audits are often routine checks, not indicators of wrongdoing. Jeff covers the three-year audit timeline, common triggers, and the role of professional help. He also advises against refusing an audit to avoid complications. Tune in for essential audit tips.

    Are GoFundMe Gifts Taxable? A Guide for Givers and Recipients

    Play Episode Listen Later Aug 15, 2024 4:21


    On today's episode of Tax Insights, Jeff explores the tax implications of GoFundMe gifts. He explains that these are considered individual-to-individual gifts without tax benefits. Jeff covers key points like the annual gift limit, which can impact your lifetime exemption if exceeded, and clarifies that recipients do not need to report these funds as income. Tune in for a clear overview of how GoFundMe gifts may affect your taxes.

    Your Annual Credit Check: How to Get Free Reports and Stay Protected

    Play Episode Listen Later Aug 8, 2024 4:15


    On today's episode of Tax Insights, Jeff highlights the importance of checking your credit reports. He explains how to get a free report annually from annualcreditreport.com to monitor your credit and prevent identity theft. Jeff suggests staggering requests for continuous monitoring and offers tips on disputing errors and placing a credit freeze. Tune in for essential advice on maintaining your credit health.

    Unclaimed Property: Why and How to check

    Play Episode Listen Later Aug 1, 2024 4:15


    On today's episode of Tax Insights, Jeff discusses unclaimed property. He explains how businesses must send unclaimed money, like unpaid wages or customer refunds, to the state after a certain period. He highlights resources like missingmoney.com for checking if the state is holding any of your money and how to claim it. Tune in for tips on managing unclaimed property and staying compliant with state regulations.

    ERC Update: Navigating the IRS Backlog and What It Means for Your Claim

    Play Episode Listen Later Jul 25, 2024 3:43


    On today's episode of Tax Insights, Jeff discusses the latest updates on the Employee Retention Credit. He explains the current state of ERC claims and what businesses need to know as the IRS moves to the next processing phase. Jeff breaks down key statistics and crucial considerations for those waiting on their ERC claims. Tune in for the most recent ERC updates.

    Mid-Year Tax Checklist: Are You on Track for 2024?

    Play Episode Listen Later Jul 18, 2024 3:01


    Welcome to the Tax Insights Podcast, where we break down complex tax topics into bite-sized how-tos. In this episode, Jeff Dvorachek emphasizes the importance of mid-year tax planning. As we reach the halfway point of 2024, it's crucial to assess where you stand with your taxes, planning, and preparation. Let's dive in!

    The Augusta Rule: Tax-Free Income from Short-Term Rentals

    Play Episode Listen Later Jul 11, 2024 5:03


    On today's episode of Tax Insights, Jeff simplifies the Augusta rule. Discover how this special tax provision, linked to Augusta, Georgia, and the Masters, benefits homeowners nationwide. Jeff explores the conditions for tax-free rental income, explaining how you can maximize short-term rentals during events like the NFL draft. Join us as we uncover the rules and opportunities of the Augusta rule to empower your financial decisions. Let's jump in!

    Your Guide to Social Security Taxes: What You Must Know

    Play Episode Listen Later Jun 27, 2024 4:09


    On today's episode of Tax Insights, Jeff simplifies the complexities of Social Security. He explores whether Social Security benefits are taxable, breaking down how income levels affect taxation. Jeff also discusses the implications of taking Social Security early, explaining when repayment might be required. Join us as we unravel these key aspects to empower you with the knowledge needed for your Social Security decisions. Let's dive in!

    Mastering Social Security: Key Ages And Strategies

    Play Episode Listen Later Jun 6, 2024 4:17


    In this episode of Tax Insights, Jeff breaks down the complexities of Social Security. He explores the various options available to listeners and examines the pivotal ages at which they can start claiming their benefits. Jeff shares considerations to equip you with the knowledge needed to make informed decisions about your Social Security journey. Let's jump right in!

    Maximizing Social Security Benefits for Self-Employed Individuals

    Play Episode Listen Later May 30, 2024 4:16


    Welcome to the Tax Insights Podcast, where we break down complex tax topics into bite-sized how-tos. In this episode of Tax Insights, Jeff Dvorachek provides clear guidance on how self-employed individuals can qualify for Social Security, from understanding contribution requirements to planning for a financially secure retirement.

    Navigating IRS Correspondence: The CP2000 Notice

    Play Episode Listen Later May 2, 2024 4:50


    In this episode of Tax Insights, Jeff sheds light on a common concern: IRS notices. These letters can be alarming, but they're not necessarily a cause for panic. Jeff explains how to interpret and respond to these notices, emphasizing the importance of timely action and seeking assistance from tax professionals. Let's dive in!

    What Nonprofits Need to Know to Avoid Losing Tax-Exempt Status

    Play Episode Listen Later Apr 18, 2024 4:18


    On today's episode of Tax Insights, Jeff shares crucial information about an upcoming deadline that every nonprofit organization needs to be aware of. Neglecting the May 15th deadline for nonprofit tax returns can jeopardize an organization's tax-exempt status, risking their hard-earned benefits. Join the conversation and stay informed to maintain your tax benefits.

    Extension Essentials: Tax Tips for Last-Minute Filers

    Play Episode Listen Later Apr 10, 2024 3:45


    Extension Essentials: Tax Tips for Last-Minute Filers by Tax Insights with Hawkins Ash CPAs

    Navigating Tax Implications: Employee vs. Subcontractor

    Play Episode Listen Later Mar 28, 2024 4:09


    Today on Tax Insights, Jeff discusses the intricacies of employment classifications. In this episode, we'll explore the differences between employees and independent contractors, and the criteria that determine work relationships. We'll also take a closer look at the tax obligations and implications associated with each classification. Let's tune in!

    Navigating New Labor Laws: 5 Key Differences Between Employees and Independent Contractors

    Play Episode Listen Later Mar 14, 2024 4:14


    Welcome to the Tax Insights Podcast, where we break down complex tax topics into bite-sized how-tos. In this episode of Tax Insights Podcast, Jeff Dvorachek explores the new Department of Labor Joint Employer Rule. The joint employer rule determines when multiple employers share responsibility for an employee's working conditions and legal obligations. Tune in now to decode the regulations and complexities of the new law.

    Tax Filing: When to DIY Your Taxes and When to Call in the Pros

    Play Episode Listen Later Mar 7, 2024 3:58


    Join us today on Tax Insights as Jeff explores the nuances of personal tax management, weighing the convenience of software solutions against the expertise of professionals. From TurboTax to CPA consultations, we'll unravel the complexities to help you make informed financial decisions. Let's dive in!

    Navigating Tax Amendments: Why They Happen and How to Avoid Them

    Play Episode Listen Later Mar 1, 2024 4:23


    Are you aware of the potential reasons why you might need to amend your taxes? From overlooked investment statements to complex family dynamics impacting dependents, Jeff explores various scenarios that could prompt tax return revisions. Let's dive in!

    Mastering IRA Contributions: How IRAs Can Optimize Your Returns and Future Finances

    Play Episode Listen Later Feb 22, 2024 3:41


    In this episode of Tax Insights Podcast, Jeff Dvorachek explores the ins and outs of IRA contributions, from maximizing refunds to navigating spousal contributions and age considerations. Get ready to unlock the potential of IRAs and optimize your tax strategy like never before.

    Tax Credits for Home Upgrades: How Energy-Efficient Improvements Can Save Money

    Play Episode Listen Later Feb 15, 2024 3:55


    Today on Tax Insights, Jeff explores into the realm of tax credits for homeowners looking to upgrade their properties. Tune in as he explores the benefits offered by the IRS for energy-efficient upgrades. From windows and doors to air conditioning units, discover how these tax credits can ease the financial burden of enhancing your home's efficiency and comfort.

    Uncovering the Hidden Tax Implications of Personal Family Loans

    Play Episode Listen Later Feb 7, 2024 4:31


    Join us on today's episode of Tax Insights as Jeff dives into an often-overlooked aspect of personal finance: interest rates on personal family loans. Discover why charging interest on such loans is not just a choice, but a legal requirement, and learn how the IRS ensures compliance even within familial transactions.

    Breaking Down the New Tax Bill: Changes, Amendments, and What It Means for You

    Play Episode Listen Later Feb 1, 2024 5:11


    The purposed tax bill would increase the child tax credit and restore critical research and development deductions. Dive into the latest Tax Insights Podcast as Jeff unravels the complexities of a new tax bill that could impact your 2023 and 2024 taxes.

    More Money, More Problems: The Unseen Complexities Of Bigger Paychecks

    Play Episode Listen Later Jan 25, 2024 3:53


    In this episode of Tax Insights Podcast, Jeff explores the unexpected drawbacks of a larger paycheck in 2024. Discover the unforeseen complexities of reduced withholdings, increased tax brackets, and standard deductions. Let's listen in.

    PODCAST: Will you benefit from IRS Penalty Relief and Automatic Forgiveness in 2024?

    Play Episode Listen Later Jan 18, 2024 4:10


    Welcome to the Tax Insights Podcast, where we break down complex tax topics into bite-sized how-tos. In this episode of Tax Insights Podcast, Jeff Dvorachek unravels a significant move by the IRS that took place in December 2023. Join us as Jeff explores the details of the IRS's penalty relief for millions of Americans, examining its impact, the criteria for forgiveness, and the automatic refund process. Stay tuned to understand how this decision, rooted in COVID-19 challenges, affects taxpayers and why some may find themselves receiving unexpected late Christmas gifts!

    From Hobby to Business: Elevate Your Side Hustle

    Play Episode Listen Later Jan 10, 2024 4:57


    In our latest Tax Insights with Hawkins Ash CPAs, we're discussing the exciting journey from a side hustle to a legitimate business. Discover valuable tips, advice, and insights on record-keeping, structures for tax savings, and navigating the quarterly tax landscape. Whether you're just starting or experiencing significant growth, Jeff provides essential information to ensure you're on the right track. Subscribe now and empower yourself with knowledge to conquer your tax journey!

    Navigating the Fiscal Year: Strategies for Effective Tax Preparation

    Play Episode Listen Later Jan 3, 2024 4:23


    In this episode of Tax Insights Podcast, Jeff shares tips on making financial record-keeping and tax filing easier for you as a business owner. Acknowledging the transition from 2023, Jeff highlights the significance of early tax preparation to ensure a smoother fiscal journey. Let's dive in.

    Havesting Capital Losses

    Play Episode Listen Later Dec 18, 2023 4:01


    As the year draws to a close, small business owners and individuals contemplate their financial standing, especially concerning capital gains and losses. In this episode of Tax Insights Podcast, Jeff sheds light on the significance of strategically managing capital gains and losses for optimal tax benefits.

    Navigating the Corporate Transparency Act

    Play Episode Listen Later Nov 30, 2023 7:14


    The Corporate Transparency Act, also known as B O I (Beneficial Ownership Information) reporting, is a groundbreaking regulation set to take effect on January 1, 2024. This legislation mandates millions of small businesses, ranging from local LLCs to large corporations, to file a form with the U S Department of Financial Crimes and Enforcement Network. In this episode of the Tax Insights Podcast, Jeff provides expert insights on Beneficial Ownership Information reporting, outlining key requirements and deadlines.

    Navigating Changes in 401(k) Limits for 2024

    Play Episode Listen Later Nov 17, 2023 3:47


    As the financial landscape evolves, it becomes increasingly crucial for individuals to reconsider their retirement savings strategies. In this podcast, Jeff emphasizes the importance of understanding the tax implications of 401(k) contributions and how these changes could impact your financial future.

    Succession Planning for Family-Owned Small Businesses

    Play Episode Listen Later Nov 1, 2023 5:09


    Succession planning is a crucial aspect of family-owned small businesses. Transitioning a business from one generation to the next requires careful consideration, particularly from a tax perspective. We delve into the various ways and ideas for family business owners to plan for the next chapter in their legacy. In the episode of the Tax Insights Podcast, we discuss how to make the process smoother, what to consider in the early stages, and the benefits of involving the next generation early on.

    Your Paycheck & Taxes: Deciphering Withholding Numbers

    Play Episode Listen Later Sep 28, 2023 4:20


    Welcome to the Tax Insights Podcast, where we break down complex tax topics into bite-sized how-tos. In this episode, Tax Manager Jeff Dvorachek explains the intricacies of paycheck withholding. Discover why those 'zero, one, two' numbers matter, and how they can impact your tax situation. Whether you're aiming for a big refund or breaking even, understanding paycheck withholding is crucial. Jeff shares insights on adjusting your withholding throughout the year and offers recommendations for individuals looking to take control of their financial destiny. Subscribe now and empower yourself with knowledge to conquer your tax journey!

    Navigating Tax Troubles: What Happens When You Can't Pay?

    Play Episode Listen Later Sep 21, 2023 5:34


    Join Jeff Devorachek, a certified public accountant, in this episode as he delves into a common tax dilemma: what happens when you can't pay your tax bill? Jeff will shed light on IRS penalties, payment plans, and the options available to you when facing tax debt. Learn how to navigate this financial challenge and make informed decisions to protect your financial well-being. Whether you're a seasoned taxpayer or new to the world of taxes, this episode provides essential insights. Subscribe now to the Tax Insights Podcast and empower yourself with the knowledge to conquer tax troubles and achieve financial peace of mind!

    Cash Flow Unraveled The Power Of Understanding Your Business Finances

    Play Episode Listen Later Aug 3, 2023 4:01


    Join Jeff Dvorachek, a Tax Manager, as he explains what a cash flow statement is, why it's crucial for your business success, and how it reveals the true health of your company. Jeff shares his expertise on understanding cash flow components, getting paid as a business owner, and the importance of having a reliable team of experts. Whether you're a seasoned entrepreneur or a new business owner, we've got you covered with quick and entertaining tax tips. Subscribe now to unlock the secrets of financial success for your business!

    Analyzing Business Trends: Unveiling The Power Of Financial Ratios

    Play Episode Listen Later Jul 20, 2023 4:09


    In this episode of Tax Insights, join Jeff Dvorachek as he dives into the world of financial ratios and their significance for business owners. Jeff explains the importance of utilizing liquidity ratios, efficiency ratios, and profitability ratios to track business trends and make informed decisions for your company's future. These ratios provide valuable insights into your business's financial health, helping you identify trends, potential issues, and areas for improvement. Don't miss this informative episode as the experts break down complex tax topics into easy-to-understand how-to's. Visit hawkinsashcpas.com to learn more about improving your business and making the most of your financial data. Like and follow Hawkins Ash CPAs on Facebook and YouTube for more quick and entertaining tax topics. Tune in and take your business to new heights with Tax Insights!

    Boost Your Business With Specialized Reports - Tax Insights Podcast

    Play Episode Listen Later Jul 13, 2023 4:07


    In this episode, certified public accountant Jeff Dvorachek discusses three essential reports that can help business owners stay on track with their goals. Discover how customer detail reports, vendor reports, and job-specific division reports can provide valuable insights for your business's success. It's easy to get caught up in day-to-day activities, but these reports can keep you informed and ensure continued success. Tune in and gain expert advice from Jeff and his team at Hawkins Ash CPAs, who are dedicated to simplifying taxes and providing practical tips. Don't miss out on staying ahead in the financial game. Subscribe now and visit our website at hawkinsashcpa.com for more valuable resources. Join us on Facebook and YouTube for quick and entertaining tax topics.

    Leveraging Financial Statements And QuickBooks Reports

    Play Episode Listen Later Jul 6, 2023 4:17


    Discover how to make smart business decisions by harnessing the critical information found in financial statements. In this episode, Jeff Dvorachek, a tax partner at Hawkins Ash CPAs, dives into the world of QuickBooks reports and reveals actionable insights for maximizing your business's success. From balance sheets to customer reports, learn how to leverage the data at your fingertips to drive growth, identify opportunities, and enhance client relationships. Tune in now and unlock the key to informed decision-making! Subscribe to the Tax Insights Podcast for more expert advice on navigating complex tax topics in bite-sized, actionable episodes. Join the professionals at Hawkins Ash CPAs as they break down tax complexities into easy-to-understand 'how-to' segments. Visit our website at hawkinsashcpas.com for additional resources and connect with us on social media. Start leveraging financial statements and QuickBooks reports today for a prosperous business future. Don't miss out!"

    Transferring Family - Owned Businesses Financial Factors And Expert Guidance

    Play Episode Listen Later Jun 29, 2023 4:58


    In this episode of the Tax Insights podcast by Hawkins Ash CPAs, Jeff Dvorachek, a tax partner at the firm, discusses the financial factors involved in transitioning a family-owned business to the next generation. The options of gifting versus selling the business are explored, along with considerations such as liabilities and tax consequences. Financing options and the concept of a stepped-up basis are also addressed. This Episode Covers • Importance of Transitioning a Family-Owned Business • Gifting vs. Selling • Tax Consequences of Gifting • Buying Out the Business • Financing the Transition: • Stepped-Up Basis

    Be Cautious On The Employee Retention Credit (ERC)

    Play Episode Listen Later Jun 22, 2023 4:47


    Welcome to the latest episode of Tax Insights, where we explore the Employee Retention Credit (ERC). Discover the qualifying criteria, potential pitfalls with third-party companies, and the importance of seeking expert guidance. Join Jeff Dvorachek from Hawkins Ash CPAs in this informative podcast episode. This Episode Covers • Understanding Employee Retention Credit (ERC) Qualification Criteria • Cautionary Insights: The Risks of Dealing with Third-Party Companies • The Value of Professional Guidance: Navigating the ERC Complexities • Discerning Ineligible Offers: Why Ignoring Non-Qualifying Letters Matters The Tax Insights podcast episode delves into the crucial topic of the Employee Retention Credit (ERC). By understanding the qualification criteria, being cautious of third-party companies, seeking professional guidance, and knowing how to navigate ineligible offers, business owners can make informed decisions. Join Jeff Dvorachek from Hawkins Ash CPAs in this episode to gain valuable insights and maximize your understanding of the ERC.

    Don't Panic What You Need To Know About Facing A Tax Audit

    Play Episode Listen Later May 16, 2023 4:57


    Have you ever wondered what triggers a tax audit? From red flags to random selection, it's not always clear why the IRS chooses to investigate certain tax returns. In this episode, Jeff Dvorachek, a tax partner with years of experience in the field, sheds light on the audit process. He shares valuable insights on the factors that could lead to an audit, the types of items the IRS typically investigates, and important things to keep in mind if you've received a notice from the IRS that your tax return is being audited. Join us as we delve into the world of tax audits and learn how to navigate this often-intimidating process.

    Strategies for Charitable Giving and Tax Benefits

    Play Episode Listen Later May 4, 2023 5:21


    With the higher standard deduction, receiving a tax benefit for charitable giving requires more planning. In this episode, tax partner Jeff Dvorachek provides practical strategies for maximizing the impact of your charitable giving on both the community and your tax return. Learn how to optimize your tax deductions, plan for year-end giving, and choose the right charitable organizations to support. Join us for this informative discussion and start making a difference today! Leave a comment below and let us know your thoughts on charitable giving and tax benefits. Don't forget to share this video with others who may find it helpful!

    Overall Tax Planning Advice For Businesses

    Play Episode Listen Later Apr 6, 2023 4:31


    If you operate a gig business on the side, your personal and business finances can quickly become a knotted mess. In this episode, Jeff Dvorachek, a tax partner, shares best practices for business expense tracking. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    Overall Tax Planning Advice For Individuals

    Play Episode Listen Later Mar 23, 2023 4:21


    If you filled your 2022 tax return and you're not satisfied with the outcome, now is the time to start planning for next year's tax savings. In this episode, Jeff Dvorachek, a tax partner, shares ways you can increase 401k, IRA, and HSA contributions to save on next year's taxes. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    Different Types Of Business Entities

    Play Episode Listen Later Mar 16, 2023 5:15


    As a business owner, you can choose among a variety of structures for operating your business. The business structure you choose influences everything from day-to-day operations to taxes and how much of your personal assets are at risk. You should choose a business structure that gives you the right balance of legal protections and benefits. In this episode, Jeff Dvorachek, a tax partner, takes a closer look at the benefits of different types of business entities such as an S-corporation, C-corporation, partnership, or sole proprietor. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    All About LLCs

    Play Episode Listen Later Mar 9, 2023 4:58


    As a small business owner, selecting the correct business structure is an exciting task, but it doesn't come without challenges. Many owners wonder about the differences between each business structure or if they should create an LLC. In this episode, Jeff Dvorachek, a tax partner, takes a closer look at LLCs to learn what they are, how they differ from other business structures, and what you'll need to know when choosing the proper business structure for your new endeavor. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    Does Your Business Owe Tax To Another State

    Play Episode Listen Later Feb 16, 2023 5:34


    If your product enters another state or you have a remote employee working in another state. You may have a tax liability to states other than the state your business is in. Failure to collect and pay the appropriate tax can lead to additional payments, interest, and penalties. In this episode, Jeff Dvorachek, a tax partner, shares the information business owners need to determine their sales payroll and income tax liabilities to other states. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    Hiring Family To Maximize Your Business' Tax Savings

    Play Episode Listen Later Feb 9, 2023 5:09


    In these 5 minutes, Jeff Dvorachek, a tax partner, explores the various ways hiring a child or spouse can maximize the tax savings of a family-owned business. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    Where Is My Refund

    Play Episode Listen Later Feb 2, 2023 6:23


    After you have filed your 2022 tax return, the IRS states that 9 out of 10 refunds will be issued within less than 21 days; that is if; you e-file with direct deposit. In this episode, Jeff Dvorachek, a tax partner, breaks down how fast your refund will arrive depending on the filing and; the refund method chosen. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses, and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    How Do I Get More Into Roth Accounts

    Play Episode Listen Later Jan 27, 2023 5:00


    With a Roth account, you would not receive a tax deduction on your contribution. But you will also not have to pay tax on qualified distributions. With today's low stock values, Jeff Dvorachek, a tax partner, explains how contributing to or converting existing funds to a Roth account may be advantageous. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    How Do I Superfund My Retirement Accounts

    Play Episode Listen Later Jan 19, 2023 5:09


    Saving for retirement is essential, and it is crucial to maximize the funding of the retirement plan account available to you. In this episode, Jeff describes the various IRA, 401k, and SEP accountants available and the associated contribution limits. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

    When Do I Need To Start Taking Required Minimum Distributions From Retirement Plans?

    Play Episode Listen Later Jan 12, 2023 6:04


    As a person nears 70 years of age, it's important to prepare for the proper retirement plan withdrawal amounts. In 2023 the required minimum distribution rules will affect those 73 years of age and older. In this episode, Jeff analyses the several factors that impact an individual's required minimum distribution amount. Hawkins Ash CPAs is a full-service public accounting firm providing individuals, businesses and organizations the services they need to save taxes, preserve wealth and maintain compliance. We have offices in Wisconsin and Minnesota. Listen to more of the Tax Insights Podcast at hawkinsashcpas.com/cpa-hq/podcast/.

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