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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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An End of Year Tax Checkup May Be Appropriate

Taxes are similar to vehicles in that they sometimes need a check-up to make sure they are performing as expected. That is especially true for 2018, with all of the changes brought about by tax reform. As we approach the end of the year, looking at your overall tax projection for 2018 will more than likely be necessary in view of the new changes to avoid surprises and penalties.

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Rejoice - Business Meals Are Still Deductible

The Tax Cuts and Jobs Acts made sweeping changes on the ability of individuals and business owners to itemize deductions, especially substantially limiting certain qualified business expenses that were previously deductible. Although parts of the new law are clear, there are some grey areas surrounding business meals, in which this article will address among other items. With the end of the year fast approaching, here at Curran we want to make sure our are well informed to not potentially miss any opportunity to be as tax efficient as you can.

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Making Two IRA Rollovers in One Year Can Be Costly

Tax law permits one distribution from your IRA in a 12 month period as long as you return the distribution to your IRA within 60 days with no tax consequences. If you do this more than once in a 12 month period, or do not return the money, there will be some serious tax consequences.

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What Are The Penalties For Not Filing Your Tax Return?

With the 2017 income tax deadline extension just behind us on October 15th, 2018, many people may wonder what the penalties are if they forgot to file. At Curran, we strive to provide comprehensive financial services and incorporate tax discussions into our planning so mistakes like this won’t happen.

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5 Reasons to Amend a Previously Filed Tax Return

With more than 5 out of 131 million tax returns filed each year that need amending and the ever changing tax laws, seeking prudent tax advice is more crucial than ever. Here at Curran, we believe that finance and tax planning go hand in hand and the integration of such is essential for comprehensive financial counseling.

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Understanding Tax-Deferred Investing

At Curran Wealth Management we value educating our clients on different investment vehicles when making important decisions for their financial future and the futures of their families. Knowing how these various savings vehicles are taxed is important for choosing the ones best suited to your particular circumstances.

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IRS Missteps to Avoid

If you have an IRA account or are considering one, there are a number of potential missteps you will want to avoid. Some of them can lead to unwanted taxes and penalties, and of course, we are talking about your retirement funding, so it is an important issue. Here are a number of issues to keep in mind:

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Longest bull market?

There has been a fair bit of news print and televised media attention devoted to the claim that we are now experiencing the longest bull market in history. We respectfully disagree and do not think this bull-run is even close to being the longest.

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Tax Reform 2.0 Is in the Works

The dust has not yet settled from the Tax Cuts and Jobs Act (TCJA), passed into law in December 2017, and the House Ways and Means Committee is already considering another round of tax changes. The committee chair, Kevin Brady, Republican from Texas, wants to include input from stakeholders such as business groups, think tanks and other relevant organizations. Historically, major tax reforms have been decades apart, so the committee chair is looking for another approach to the way Washington deals with tax policy.

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Big Changes to the Kiddie Tax

Years ago, to prevent parents from transferring their investment accounts into their children’s name to avoid taxes, Congress created what is referred to as the kiddie tax. This counteracted the strategy of taking income from the parents’ higher tax bracket and shifting it to their children’s lower tax bracket.

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Taxpayers Find Gift Tax Reporting Confusing

Gift taxes were created to prevent wealthy taxpayers from transferring their estates to their beneficiaries via gifts and thus avoid estate taxes when they pass away. But that does not mean only wealthy taxpayers need to be concerned with the gift tax provisions as, under many circumstances, even lower-income taxpayers may find they are liable for filing a gift tax return.

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Health Savings Accounts Fill Multiple Tax Needs

The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical expenses that are not covered by insurance due to the high-deductible provisions of their insurance coverage.

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2Q 2018 Quarterly Investment Letter

Writing a quarterly letter is becoming very difficult as this “Great Bull Market” makes steady advances. More than a few years ago, I decided not to write a market summary and review for the previous quarter. Instead, I was determined to write about Curran’s expectations for future quarters with a focus on a longer time horizon.

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