Sentences with phrase «qualified tax advisors»

Individuals should consult their attorneys or qualified tax advisors for assistance with their tax and estate concerns.

Where specific advice is necessary or appropriate, please consult with a qualified tax advisor, CPA, financial planner, or investment manager.

Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, CPA, Financial Planner or Investment Manager.

Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.

Edward Jones, its financial advisors and its employees can not provide tax or legal advice; before acting upon any information in these publications, individuals should consult a qualified tax advisor or attorney regarding their circumstances.

If you're interested in recharacterizing your Roth IRA, we recommend that you consult a qualified tax advisor to discuss your individual circumstances.

You should consult your estate - planning attorney or qualified tax advisor regarding your situation.

Before making any decisions, be sure to check out the Social Security Administration's website at: www.ssa.gov and consult with your qualified tax advisor.

We recommend that you review this strategy with a qualified tax advisor to weigh the tax benefits and ensure everything is reported properly.

We encourage you to consult a qualified tax advisor about your personal situation.

For more information, consult a qualified tax advisor.

Without an opinion from a qualified tax advisor, I would probably prefer option one.

A qualified tax advisor can provide consultation regarding structured payments to the plaintiff's attorney.

Check with a qualified tax advisor to determine if the interest may be tax deductible.

Before you elect to open an IRA account and engage your investment representative, please review all account statements and disclosure documents related to the IRA and services to be provided under a new relationship and consult with a qualified tax advisor as needed.

Please seek advice based on your particular circumstances from a qualified tax advisor.

To be certain of this sales - backed information, one would want to consult a qualified tax advisor, but the odds are good that it's to your benefit.

You should consult with a qualified tax advisor or specialist regarding these issues and the specific application of these rules to their particular circumstances.

You are advised to consult with a qualified tax advisor and with social service agencies to determine how receipt of these benefits will affect your eligibility for public assistance.

Please consult a qualified tax advisor with questions.

Please seek advice based on your particular circumstances from a qualified tax advisor.

Not exact matches

«I have not reviewed my business structure (LLC, S Corp, Unincorporated, etc.), with a qualified legal and tax advisor in the past three years.»

For instance, you can use your cash value to finance business vehicles, equipment, office buildings and more and to qualify for deductions for interest paid and depreciation (consult your CPA or tax advisor for details).

Be sure to first consult with a qualified financial advisor and tax professional before implementing any strategy discussed herein.

As discussed above, notwithstanding receipt by HP Co. of a private letter ruling from the IRS and / or opinions of counsel and other external tax advisors, the IRS could assert that the distribution does not qualify for tax - free treatment for U.S. federal income tax purposes.

This offer does not apply to brokerage accounts managed by independent investment advisors or enrolled in an advisory service, the Schwab Global Account ™, ERISA - covered retirement plans, certain tax - qualified retirement plans and accounts, or education savings accounts.

We are not tax advisors and so are not qualified to give advice in this area.

For home equity loans and lines of credit (1) Maximum loan amount depends on home value and total loans secured by home (2) Property insurance required (3) Consult your tax advisor about tax deductibility (4) Closing costs are $ 149 for home equity loans and home equity lines of credit plus cost of appraisal, if needed, and can range from $ 400 to $ 700 (5) No annual fee for qualified credit (6) For balloon products, balance might not be paid in full by end of term.

Each business is a bit different so be sure to mention these ideas to your tax advisor or accountant to see if your business can qualify for these deductions.

A qualified advisor will be able to determine if such a strategy is appropriate for you and will also be able to provide you with projections that can help determine how much of your estate would be prudent to transfer to a Charitable Remainder Trust (or how to gradually space out transfers to said trust for maximum tax reduction).

You should confer with your qualified legal, tax, and accounting advisors as appropriate.

Check with the IRS or a tax advisor to see if you qualify for this deduction.

Always consult an accountant or qualified advisor before making any investment that has tax consequences.

Always consult a qualified advisor before making any investment decision for tax purposes.

Before we go any further, let me remind you that I am not a tax expert, and it is essential that you consult an accountant or other qualified advisor if you think you may be in this situation.

Please consult your tax advisor to see if you qualify.

Be sure to consult a qualified financial professional, a tax advisor, and an estate - planning attorney to make sure that you're prepared for this new — and exciting — stage of your life.

A strategy based on unpopularity could also be tax - inefficient, due to high turnover as unpopular stocks become more popular - although advisors can mitigate this by implementing the strategy within a qualified account.

As always, check with your tax advisor as to what deductions you qualify for, and ask if filing itemized deductions makes sense in your situation.

A qualified investment professional and your tax advisor can be a great resource in formulating such strategies.

These AIS allow investors who file U.S. tax returns, with the advice of their tax advisor, to report holdings in their mutual funds as a Qualified Electing Fund Election (QEF) on Internal Revenue Service (IRS) Form 8621.

A good Qualified Intermediary will work with you and your tax or legal advisors to make sure the process is done correctly and as seamlessly as possible.

You are strongly urged to consult with financial planning, tax, and legal advisors to determine if a fixed rate annuity, immediate annuity, deferred income annuity or qualified longevity annuity contract is suitable in your financial situation.

Employees should confer with their qualified legal, tax and accounting advisors as appropriate.

The PFIC Annual Information Statement contains information to enable you, should you so choose based on the advice of your tax advisors in light of your personal tax circumstances, to elect to treat the Fund as a qualified electing fund («QEF»).

Many companies now provide cost basis statements to assist in the tax filing process, but you should always consult a qualified accountant or tax advisor if you don't feel comfortable.

That's why we are advising self - employed borrowers to get together with their CPA and / or tax advisor to make sure they are not expensing too much if they'll need the additional income to qualify for the mortgage, particularly for borrowers seeking jumbo mortgages or super-jumbo loans.

It goes without saying that you would want to speak with your tax advisor before converting any qualified account, but it should be noted that distributions from a Roth IRA are considered income tax free by the I.R.S. and thus would not be counted towards your adjusted gross income.

Before you decide which method to take for distributions from a qualified retirement plan, it would be prudent to consult with a professional tax advisor.

You should talk to a qualified advisor about how Michigan tax provisions affect your circumstances.