Blog tagged as Taxes

Cryptocurrency and Taxes

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Cryptocurrencies are considered property. Here are some common digital asset situations that create a tax liability.
03/18/2022 08:05 AM - Comment(s)

Take Control of Your Financial Future – It Starts with Asking for Help

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Solid and respectable planners let you know if they can’t help you and refer you to a professional who can. If you have no idea if you’re on track for retirement and don’t know how to find out, a financial planner could help gauge your progress and build a plan that will help you stay on track.
08/31/2020 09:00 AM - Comment(s)