Taxes

In the second installment of a three-episode series, Jennifer Acuña, now with KPMG and former tax counsel for the House Ways and Means Committee, discusses how guidance for the Tax Cuts and Jobs Act is still evolving. This transcript has been edited for length and clarity. David D. Stewart: Welcome to the podcast. I’m David
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Year-end tax planning this year is likely to be different than the last few years, especially for retirees. Many retirees should take a close look at their estimated tax payments and determine if they need to adjust their last payment, due January 15, to avoid penalties. Interest rates increased in 2022. A result is many
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