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Sabrina Fitzpatrick

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About Sabrina Fitzpatrick

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So far Sabrina Fitzpatrick has created 2 blog entries.

The Taxpayer Bill of Rights – Part 2

Last week we started a discussion about the Taxpayer’s Bill of Rights. This is an official IRS document that outlines what taxpayers can expect in the way of fair treatment. The first half of the list focused on elements of the product and the system. Now we’ll jump into the second half of the list which covers some more fundamental rights, as well as one that functions as an obvious olive branch.

2021-03-24T16:54:15-04:00 March 24th, 2021|Financial News, Uncategorized|

Solo 401(k) – New 2020 Deadlines

Tax code can be confusing but that shouldn’t stop you from getting the maximum benefit. Let’s break down a recent tax change involving the new Solo 401(k) deadline and clarify what it means for you. (If you happen to enjoy tax law in all of its glorious complexity, you can check out the original Congressional bill here. Pay particular attention to Sec. 201.) Two Types of Solo 401(k) Contributions The Solo 401(k) [...]

2020-11-17T16:10:15-05:00 November 17th, 2020|Current Headlines, Financial News|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.