25
Apr
WCG Partners with BiggerPockets
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By
Jason Watson
Key Takeaways
WCG CPAs & Advisors partners with BiggerPockets to support real estate investors with tax and financial services...
21
Feb
Pass-Through Entity Tax Deduction
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By
Key Takeaways
Pass-through entity tax (PTET) allows you to pay for your state income tax with business funds, reducing your federa...
21
Jan
Real Estate Investing
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By
Key Takeaways
Multiple paths to real estate investing: Buy & hold, fix & flip, fix & hold, short-term rentals (STR), s...
18
Dec
Crash Course on Investing
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By
Key Takeaways
Investment account types: Taxable brokerage accounts, traditional retirement accounts (IRAs, 401Ks, SEP IRAs), and R...
03
Oct
How to Annoy Your Tax Accountant in 6 Easy Steps
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By
Key Takeaways
Don’t read instructions carefully: Reply without understanding, then blame your accountant when issues arise.
Com...
16
Sep
Pay More Taxes
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By
Key Takeaways
Focus on wealth, not just tax savings: Sometimes paying more taxes strategically can help grow your business and per...
02
Sep
529 to Roth IRA Conversion
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By
Key Takeaways
529 to Roth IRA conversion starts in 2024: Allows overfunded or unused 529 plan funds to move into a Roth IRA for th...
26
Aug
IRS Delays High Earner Roth 401k Requirement
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By
Key Takeaways
SECURE Act Roth 401k catch-up rule delayed: Originally would require workers 50+ earning over $145,000 to make catch...
21
Sep
Client Communications
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By
Key Takeaways
Communication preferences: WCG primarily uses emails and texts to fit client schedules and keep a record, but phone ...
03
Jul
Roth 401k Versus Traditional 401k
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By
Key Takeaways
Roth 401k vs. Traditional 401k: Roth 401k contributions are post-tax, have higher limits, and no income phaseouts, u...
