U-Vest Tax

Tax Day is finally here!

If you've already filed your taxes, you can now focus on other endeavors and enjoy the fruits of your hard work. Contact us if you need last-minute tax help!

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Tax Day is only ONE week away! Contact us for last-minute tax help.

All, we need at least 5 more teams for the 4/20 @ 8:30 am shotgun start tournament supporting Starkey Athletics, band and SRK8 Special Olympics Social Inclusion Club. Without 5 more teams we may have to cancel the tournament. Please share and sign up. Great times, great cause! $500 a foursome at Crescent Oaks!

https://theranchathleticsclub.com/trac-store/ols/products/golf-foursome

Starkey Ranch K-8 School Families Starkey Residents Only Business Network Starkey CARES (Residents) Starkey Ranch Golf Club Starkey Shaming Residents Of Starkey Ranch - Private

Golf Foursome $125 per golfer. Please enter all 4 team members names in the notes at checkout.

Contact us to learn more about tax deductions you may be missing out on!

Thanks to the Inflation Reduction Act, the IRS is expecting to collect hundreds of billions more in overdue and unpaid taxes. The Act has provided the IRS with an $80 billion funding boost, enabling enhanced enforcement efforts.

This increase in funding aims to reduce the tax gap, which is the difference between taxes owed and taxes paid, currently standing at over $600 billion annually. However, the IRS has committed not to increase audit rates on people earning less than $400,000 a year, which could bring some relief to middle-class taxpayers.



Source:

IRS expects to collect hundreds of billions more in overdue and unpaid taxes thanks to new funding The IRS says it expects to collect hundreds of billions of dollars more in overdue and unpaid taxes than previously anticipated using funding provided to the agency.

Did you know that not everyone inheriting wealth is confident in managing their newfound funds?

Only 42% of adults expecting an inheritance feel comfortable financially handling it. Plus, inflation is expected to impact the sum inherited by 58% of adults significantly.

Consider seeking guidance with U-Vest® to make the most of your inheritance!



Source: NewYorkLife.com, July 19, 2023

The April 15th tax filing deadline is quickly approaching—make sure to get your tax "ducks" in a row before it's too late!

Need last-minute help filing your tax return? Contact your financial advisor ASAP!

Avoid these common tax errors this tax filing season:

❌ Missed tax breaks
❌ Wrong filing status
❌ Incorrectly claimed dependents
❌ No proof of purchases

Contact us today to schedule a meeting with an advisor who can help you out this tax filing season—don't wait!

Come support Starkey Athletics, SRK8 Special Olympics Social Inclusion Club and Starkey Ranch K-8 Music Program at their 2nd Annual Fundraising Scramble Golf Tournament at Crescent Oaks Golf Course on April 20th, 2024 @ 8:30 am (shotgun start). Click below to sign up for foursome!

Golf Foursome $125 per golfer. Please enter all 4 team members names in the notes at checkout.

Pay the IRS only what you have to! Here are five of the most overlooked tax deductions:

1️⃣ Reinvested Dividends
2️⃣ Out-of-Pocket Charity
3️⃣ State Taxes
4️⃣ Medicare Premiums
5️⃣ Income in Respect of a Decedent

Contact us to speak with an advisor about tax deductions you may be missing out on!

Did you know you can use your Required Minimum Distribution (RMD) to support causes close to your heart?

By donating your RMD directly to a qualifying charity, you can lower your tax burden and fulfill your philanthropic goals. Contact us to learn more about the Qualified Charitable Distribution (QCD) rule and whether it would benefit you!



*This is for informational purposes only and is not a replacement for real-life advice. Consider speaking to a tax, legal, or accounting professional before modifying your charitable giving strategy.

It pays to prepare! One way to make taxes less stressful is by working throughout the year to keep your essential financial documents organized. Contact your financial advisor for more tax help!

Are you on track to meet your investment goals?

As the market changes, so does the path to your goals. Let's talk to help you get there. Contact us today!

Protect yourself from a computer catastrophe! Be sure to back up your completed tax documents now to avoid deadline headaches in the future.

Set up a meeting with your advisor today for more guidance this tax season!

Have you heard of the term "bunching?" Bunching refers to the strategy of making two years of donations within the same tax year, which can help maximize tax deductions.

If you plan on donating to charity this year, talk to your advisor about "bunching!"

Tax Season 2024 has begun!

When it comes to your financial journey, it always helps to have a financial professional on your side! Contact us today to schedule an appointment with a financial advisor who can help you out this tax season.

🎉 Well, it's 2024! Tax season has officially begun. 📆

Our team is ready to help you file those returns. 📂🖊️

We've implemented new systems and technology packages that will make the client experience even easier and greater than last year. 💻🚀

Let's make tax filing a breeze this year! 💨📈

DM us or contact us at [email protected] or visit our website at www.u-vesttax.com

HOME | U-Vest Tax At U-Vest® Tax Services, we take a comprehensive approach to preparing your tax return. We spend the time reviewing your data and safeguarding your personal and business interests.

Exciting opportunity at U-Vest® Tax! ✨

We're hiring a Lead Accountant & Tax Planner to shape the future of financial planning. Join us in St. Pete or Tallahassee!

To apply, email Tobi at [email protected] and place "Accountant Application" in the subject line.

We're hiring a Lead Accountant & Tax Planner for U-Vest® Tax! 🗣️

Our team is looking for a personable individual who enjoys working with people, excels in tax planning, and is passionate about serving everyday families & small businesses in our community.

To apply, email Tobi at [email protected] and place "Accountant Application" in the subject line. We can't wait to meet "U!"

The SECURE 2.0 Act has recently gone into effect, causing some retirement changes you should be aware of!

For example, the minimum age for required minimum distributions increased from age 72 to age 73, effective January 1, 2023. Many retirement changes have already gone into effect. Contact your financial advisor for more information about current/future changes and what they mean for you.

Make sure not to overlook these commonly forgotten tax savings this tax season:

1️⃣ Earned Income Tax Credit (EITC)
2️⃣ Reinvested dividends
3️⃣ Charitable contributions

Tax season is much less stressful if you've got professional help. For tax help and more, visit our website or contact us!

Looking for professional assistance this tax season? Look no further--we're here to help!

Take some time to meet with us this tax season to ensure you're on the right track. Visit the link below to view our 2023 Tax Reference Guide!

Contact us to get professional tax help today!

https://www.u-vesttax.com/?fbclid=IwAR25LwDuHnQgMVIRwUFjlC9latmC26Shl6Yuf6VOWZ6YLOIqgSnXtSagBJU #:~:text=Download%20our%20free%0A%272023%20Tax%20Guide%27

Are you receiving a refund this tax season?

Start planning how you will allocate your refund in your financial plan to ensure it gets used to its fullest potential.

Are you prepared for the Fed to keep raising interest rates?

Experts recommend preparing for the worst in case rates continue to rise throughout 2023. It may also be a good time to consider tax-loss harvesting. To learn more about managing your taxes, contact us!

https://www.u-vesttax.com/contact

Tax-efficient investing can save you thousands.

That's why it's crucial to invest in tax-exempt accounts such as 401(K)s and IRAs.

For a more tax-efficient investment strategy, contact us today! We can help you determine the investments that will maximize your returns.

https://www.u-vesttax.com/contact

A friendly reminder that if “U” are a business owner, your corporate tax returns are do 3/15/23. This includes S-Corps, Corporations and partnerships. If “U” are behind, connect with us. U-Vest Tax

Not sure which investments are tax-deductible?

We can work directly with you to create a tax-efficient investment strategy.

Call us before the tax deadline arrives! https://www.u-vesttax.com/contact

You probably already know the importance of diversifying your portfolio, but you may be forgetting to diversify certain aspects of your financial strategy, including your tax plan. U-Vest®️ Financial President, Dustin, dives into different diversification strategies in this video.

https://www.youtube.com/watch?v=4z6OnuobLVs



This video was provided by our parent company.

Diversification Strategies For Your Portfolio You probably already know the importance of diversifying your portfolio, but you may forget to diversify certain financial strategy aspects. U-Vest®️ Financi...

Did you know saving for retirement could potentially lower your tax bill?

Contact us to learn more and ensure you don't miss out on tax savings.

https://www.u-vesttax.com/contact