Blog
At Team Wealth & Tax Advisors, we have helped a lot of clients with their personal success using financial awareness and planning, and we have learned a lot of lessons through these efforts. We are introducing our blog as a platform to share those lessons in a Q&A format and also discuss current topics in the world of personal finance. You can always keep up to date with our weekly podcast videos on our YouTube channel
What Raises A Red Flag for The IRS?
What tax “red flags” could increase my chances of an IRS audit?Most taxpayers simply want to file an accurate return, claim the deductions they are entitled to, and avoid unwanted IRS attention. While there is no way to guarantee you...
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Starting Early & Trump Savings Accounts
Why start investing so young?Starting early lets compounding do most of the heavy lifting over time. Even small amounts saved in your teens can grow into meaningful wealth by retirement.Key points:A dollar saved at 17 has decades to...
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5 Tips for Inheritances
What Should Be My First Step Upon Receiving an Inheritance? Are All Inherited Assets Taxable? What is a “Step-Up in Basis” and Why Does It Matter? How Can Probate Be Avoided? What Are the Rules Around Inheriting Retirement Accounts?
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