Tax Planning

Is Your Money Prepared for the Future?

As I write this, I do not yet know who won the election. Our country may be in turmoil as the votes are counted — or we may know exactly who is going to live at 1600 Pennsylvania Avenue for the next four years. The important thing to understand is that it doesn’t really matter… View Article

Topics: IRA Rollover | Roth IRA | Tax Planning

Are You Prepared for the Future?

As our client, there’s one thing you probably know for fact: When you take your last breath and leave this world, something of your estate is left over. But is this “something” you want to give to the federal government in the form of taxes or to family members and your favorite charities? This is… View Article

Topics: Legacy Planning | Tax Planning

Giving Back and Getting More from Your Charitable Contributions

My daughter, Tracy Dahms, is involved in the National FFA Organization and teaches agricultural sciences and biology with the Saranac School System. Here, she is pictured with me next to a sign recognizing the “Grand Champion of Giving” as part of the Feeding America program, a program that benefits local 4H and FFA programs as… View Article

Topics: Mattson Values | Tax Planning

Taxes, Your Accountant, and Your CPA

Ben Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” With tax day right around the corner on April 15, there are key pieces to your tax puzzle that you won’t want to miss! Keep these tips in mind as you prepare your taxes this month. First,… View Article

Topics: 401(k) Rollover | Income | IRA Rollover | Retirement Planning | Tax Planning