Tax Planning Archives - Mason and Associates

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Tax Planning, Videos

Don’t Let the Government Control Your Tax Plan! Take Action Today!

John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future. About the Episode: • Your future tax rate is unknown. • However, this…
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Tax Planning, Videos

Financial Misconceptions – I DON’T Have to Pay Gift Taxes?

Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form…
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Tax Planning, Videos

Virginia Military Retirees – Don’t Forget This Deduction!

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the recent changes to the Virginia Military Pension Deduction. About…
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Tax Planning, Videos

Federal Employees – Don’t Forget Your RMD!

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses Required Minimum Distributions (RMDs) within a financial plan. About the…
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Tax Planning, Videos

Why Federal Employees Should Consider a Donor Advised Fund

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Donor Advised Fund and how it is used to…
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Tax Planning, Videos

The Qualified Charitable Distribution – One of the BEST Ways to Give to Charity

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses possibly the best charitable giving strategy. The Qualified Charitable Distribution.…
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Tax Planning, Videos

Save State Income Taxes with The Bailey Settlement

Ben Raikes, CFP®, EA, of Mason & Associates discusses The Bailey Settlement in North Carolina and how it can be…
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Tax Planning, Videos

Voluntary Contribution Plan (VCP)- Mega Mega Back Door Roth

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Voluntary Contribution Plan and the opportunity to contribute a…
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