Simplifying Tax Planning for Retirees

Caleb Arringdale, TPC Tax Advisor, recently presented “Simplifying Tax Planning for Retirees” as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access

Extra Identity Protection PINs Available for all Taxpayers

By Caleb Arringdale   Several years ago, the IRS instituted a program to help identity theft victims secure their tax returns. Those who qualified for the program received a 6-digit number in an annual letter from the IRS called an Identity Protection Personal Identification Number (IP PIN). Prior to 2021, the program was only available […]

How Bonds Can Reduce Your Tax Burden

By Caleb Arringdale When most people think of investments, the first thing that comes to mind is usually stocks. Stocks receive much more media attention and have the potential to increase in value rapidly, creating income for the owner. With that potential to rapidly increase in value, though, comes the risk of a rapid decrease, […]

How to Utilize a Sign-On Bonus that Pays Student Loans

How To Pay Off Student Loan

by Jude Boudreaux, CFP®, Sr. Financial Planner and Caleb Arringdale, TPC Tax Advisor We recently received a message from a client asking for some advice. They were finishing their medical training and had accepted a full-time position at a hospital, that brought with it a substantial sum to pay down their student loan balance.  How […]