Tax Planning - CMP Financial Planning

April 21, 20210Comments

Stop Paying Too Much in Federal Taxes – 8 Mistakes to Avoid

As comprehensive financial planners, we review our clients tax returns every year. And guess what? A lot of people are paying too much in federal taxes. Every year we find errors

by Aaron Gilliam

Tax Planning

December 30, 20190Comments

Helpful Year End Tax Strategies

By Barry Jamieson, CFP®, MAThere is still time to save on your taxes for 2019! For most tax-saving type accounts (not including 401Ks and 403B) you have until April 15 of

by Aaron Gilliam

Special Needs/Disability Planning

Tax Planning

March 1, 20190Comments

Should I Claim my Adult Child with a Disability as a Dependent?

By Barry Jamieson In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a more in depth

by Aaron Gilliam

Special Needs/Disability Planning

Tax Planning

March 1, 20190Comments

Tax Tips for Special Needs Families & Individuals with Disabilities

Tax Tips for Special Needs Families & Individuals with Disabilities By Barry JamiesonThe weary gray cold days of winter are upon is! To make things worse, with winter comes the necessary chore

by Aaron Gilliam

Tax Planning

January 1, 20190Comments

Year-End Tax Planning

By Barry Jamieson, MA, CFP® With increases in the standard deduction ($24K for couples, $12K for singles) resulting from last year’s tax changes, it has become harder to take advantage of

by Aaron Gilliam

Special Needs/Disability Planning

Tax Planning

January 17, 20180Comments

How the Tax Overhaul Bill Affects People with Disabilities

By Barry Jamieson. The tax overhaul bill passed at the end of 2017 ushered in major changes for all taxpayers including people with disabilities. Here are a few of the major

by Aaron Gilliam

Tax Planning

December 24, 20170Comments

The Tax Proposals: What is Similar in the House and Senate Bills

The House has passed their tax reform bill and the Senate has moved its version out of the Finance committee. Each chamber and the president would like a bill signed

by Aaron Gilliam

Tax Planning

March 20, 20140Comments

Five Things To Do With A Tax Refund

Five Things To Do With A Tax Refund by Alissa Henry It’s the most wonderful time of the year – tax refund season. A new Bankrate.com poll found that 80% of Americans

by Aaron Gilliam

Investment Planning

Tax Planning

September 10, 20130Comments

Surefire Ways to Increase Investment Returns!

Surefire Ways to Increase Investment Returns! While academic research has shown it is difficult or impossible to beat market returns, often we can effectively improve our returns simply by reducing the

by Aaron Gilliam