Ideas & Insights

Taxpayer Rights

October 12, 2018, No Comments by Kimberly L. Curtis

As U.S. citizens, when you interact with the IRS you have certain rights, even with asking a simple question about taxes. These rights are outlined in the Taxpayer Bill of Rights. Below are the ten rights summarized with links to learn more:

8 Tips for Extension Filers

September 06, 2018, No Comments by Kimberly L. Curtis

The six month tax return extension is fast approaching the October 15th deadline. If you filed an extension, you can file anytime before October 15th and fully or partially pay your tax bill anytime.

Most Common Tax Return Errors

April 16, 2018, No Comments by Kimberly L. Curtis

Filling out an accurate and complete tax return form is important. When it’s incorrect or isn’t filled out all the way, it takes longer to process and fix which can delay a refund. Here are the 8 most common mistakes tax payers make on their forms according to the IRS:

Be Aware of Tax Scams

April 05, 2018, No Comments by Kimberly L. Curtis

During tax filing season, there is an increase in tax scams that criminals use to get your valuable personal information.

IRS Tax Tips- Renting Your Vacation Home [Video]

December 14, 2017, No Comments by Kimberly L. Curtis

Trumps Tax Plan and How It Would Affect You [Video]

October 08, 2017, No Comments by Kimberly L. Curtis

President Donald Trump has promised that his tax reform plan, the first significant tax code overhaul in 30 years, will reduce taxes for middle class and corporations. Watch Wealth Legacy Institute’s CEO, Kim Curtis on FOX Denver, discuss its potential impact.

Marriage Money [Video]

July 27, 2017, No Comments by Kimberly L. Curtis



Americans have a lot of stress around money, and that easily filters into relationships. In a SunTrust Bank survey, 47% of responders said they and their spouse have different spending habits. And, 35% said that money is the leading cause of stress in their relationship.

Retirement Planning- IRA Contributions [Chart]

March 23, 2017, No Comments by Kimberly L. Curtis

If you're working on your 2016 Taxes, there is still time to contribute to your IRA (not including extensions). For most taxpayers, the contribution deadline is April 18, 2017. As long as your total contributions don't exceed the annual limit, you can contribute to a traditional IRA, Roth IRA or both. 

The 2016 income phaseout ranges for determining deductibility of traditional IRA contributions are: 

Job Transition [Checklist]

March 10, 2017, No Comments by Shannon E. Johnson


So, you've landed the gig-- congrats! As you start a new job, it's an exciting time filled with possibilities. It can also be slightly chaotic as you transition into your new normal. Make sure you evaluate your financial and retirement planning as you enter into a new work space. 

Our checklist will walk you through simple questions to make sure your financial plan is on track. 

Investing and Taxes [Chart]

February 24, 2017, No Comments by Shannon E. Johnson

Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start working with your tax preparer, it's beneficial to understand the taxes on dividends and capital gains. 

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