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tax planning

  • Financial Planning
  • Tax Planning

Tax Software vs. Professional – What Should You Use?

By Phil Tull | April 1, 2022

Phil: Welcome back to Tull Financial, Financial Fridays! It’s been a little while but we’re glad to be back with you. It’s tax season, really coming down to the wire here. So you’ve got lots of questions about tax software, tax preparers, CPAs – who do I use? How do I know? And of course […]

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Tax Preparation
Form 1040 for US tax preparation
  • Financial Planning
  • Tax Planning

It’s Tax Prep Season – Here’s What You Should Know

By Drew Overton | February 14, 2022

It’s that wonderful time of the year again – tax prep season! That said, we want to provide a brief overview of the changes to the income tax rules and limits as well as answer any questions related to the tax-related documents you may need when filing your return. The first thing you should know […]

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  • Financial Planning
  • Tax Planning

Tax Withholdings—How do I know what to put on my W-4?

By Phil Tull | May 12, 2021

Phil: Welcome to Tull Financial, Financial Friday where we give you a quick tip on a topic that has to do with financial planning services. Today’s topic is the fun topic, the great topic everyone loves—tax planning! Drew Overton here with me heads up a lot of our tax planning strategies in our office and […]

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  • Financial Planning
  • Tax Planning

Final Considerations Before Filing Your 2020 Tax Return

By Drew Overton | March 30, 2021

It is hard to believe that we are a full quarter of the way into 2021. While most people have 2020 in their rearview, there is one more thing we need to do before we can officially move on – file our taxes. While for most people taxes may not be the most exciting thing […]

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  • Financial Planning

Tax Time: The American Rescue Plan Act and its Potential Impact on Individuals

By Drew Overton | March 22, 2021

On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. This legislation is designed to assist in the recovery from both the health and economic impacts brought about by COVID-19. This $1.9 trillion stimulus package made various changes to the tax code, impacting many individuals and businesses in the […]

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  • Financial Planning

How to Handle IRA Beneficiaries Under the SECURE Act

By Phil Tull | March 18, 2021

Phil: Welcome to another one of our Tull Financial Group Financial Fridays where we give you a tidbit of information to help educate you on all the things out there in the world that have to do with your finances and I know right now people are asking about the American Rescue Act that is […]

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