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The Smarter Alternative to Quarterly Estimated Tax Payments
Are you making estimated tax payments just because your tax software told you to? Before you write that check to the IRS, watch this. John Mason breaks down why blindly…
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- Videos
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The 65-Day Election: How Trusts Can Save You Thousands in Taxes Before March 6th
If you have an irrevocable trust, there’s a little-known tax strategy with a tight deadline you need to know about…
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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:…
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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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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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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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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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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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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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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…
