Wendi Hall

Simplifying your Tax, Accounting and Financial Life

[Wendi Hall @WendiHallCPA]

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that transpired and provides an outlooks for the economy and markets going forward. https://t.co/aROjTuSE34

[Wendi Hall @WendiHallCPA]

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why. https://t.co/C1wG1IXDwm

[Wendi Hall @WendiHallCPA]

Three tips for giving smart from the heart. https://t.co/sXEGJVFw4T

[Wendi Hall @WendiHallCPA]

There are four basic steps to calculating the value of an estate. https://t.co/UTbnWbMj59

[Wendi Hall @WendiHallCPA]

Valuation is important for business succession, estate taxes and even qualifying for a loan. https://t.co/J3DtzibY5M

[Wendi Hall @WendiHallCPA]

Test your estate strategy knowledge with this short quiz. https://t.co/nj2Tc3M91o

[Wendi Hall @WendiHallCPA]

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate. https://t.co/dDcT5VOgQs

[Wendi Hall @WendiHallCPA]

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage https://t.co/yvwpd09BPp

[Wendi Hall @WendiHallCPA]

When the rules of the game change, tactics should follow in response to the new landscape. https://t.co/7N7Xcu6Vot

[Wendi Hall @WendiHallCPA]

Compare your taxable investment to a tax-deferred one. The results may surprise you. https://t.co/eODkkGWiiC

[Wendi Hall @WendiHallCPA]

A #specialneeds #trust can help care for a special needs child, even after you’re gone. https://t.co/oN9ZyKibCZ

[Wendi Hall @WendiHallCPA]

As complex as the details of taxes can be, the income tax process is fairly straightforward. https://t.co/wGKKXkOc0w

[Wendi Hall @WendiHallCPA]

Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction https://t.co/3z35maPQU5

[Wendi Hall @WendiHallCPA]

All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth https://t.co/BCHTsU1Xu3

[Wendi Hall @WendiHallCPA]

Attention Estate Executors: Do you know about the Alternate Valuation Date? https://t.co/bKY246hRte

[Wendi Hall @WendiHallCPA]

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax https://t.co/j5k6fMWA1l

[Wendi Hall @WendiHallCPA]

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax https://t.co/A348UcT8md

[Wendi Hall @WendiHallCPA]

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now. https://t.co/EV3T8Rsofb

[Wendi Hall @WendiHallCPA]

In the world of finance, the effects of the "confidence gap" can be especially apparent. https://t.co/XaSLZyPPYS

[Wendi Hall @WendiHallCPA]

There are benefits and limitations when using a living trust. #LivingTrust https://t.co/Rak2VxvBWH