Where can I get help regarding my DROP plan? On this episode of the Ask Gregory Podcast, Gregory helps a caller decide what to with his DROP plan. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have questions about…

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Every year, many taxpayers wait until the last minute to file their federal income tax returns. Despite this tendency, there are many reasons to file your taxes early. If you will receive a refund, you may want to submit your return as quickly as possible. Additionally, there are benefits to filing early for those taxpayers…

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Reilly’s Laws of Tax Planning On this episode of the Ask Gregory Podcast, Gregory discusses Reilly’s Laws of Tax Planning. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have questions about this week’s content, or need help with your financial…

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Stocks and taxes: What’s going to happen? The Democrats’ control of Congress is shining a new spotlight on Biden’s tax proposals, particularly those that would affect stocks and bonds. While Biden has repeatedly said he would not raise taxes on Americans earning less than $400,000 a year, he has proposed: 1) raising the marginal income tax…

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Links mentioned in episode: https://gregoryricks.com/reillys-laws-of-tax-planning/ Gregory mentions the IRS Listed Transactions: https://www.irs.gov/businesses/corporations/listed-transactions Check out our complimentary download, Tax Strategies for Retirement below. If you have any questions please give us a call at 504-832-9200    

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The average taxpayer never files a gift tax return or pays gift tax, but if you’re planning big gifts this year, here are the IRS rules, just in case. The IRS requires you to report all taxable gifts you make during the year and pay the appropriate tax. However, due to the generous exclusions and…

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