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Phoenician Financial Planning, LLC
Certified Financial Planner / Phoenix, AZ
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Category: Taxes

year end planning

Year End Tax Ideas

December 20, 2018 J.K. Roberts, CFP, CRPC

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Posted in: Investing, Taxes
Net Unrealized Appreciation example

Net Unrealized Appreciation

September 19, 2018 J.K. Roberts, CFP, CRPC

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Posted in: Taxes Filed under: 401k, company stock, net unrealized appreciation, nua, Retirement, tax
Hobby or Business Taxes

Business or Hobby?

May 16, 2018 J.K. Roberts, CFP, CRPC

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Posted in: Starting a Business, Taxes Filed under: small business, Taxes

Retirement Distribution Tax Planning

March 19, 2018 J.K. Roberts, CFP, CRPC

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Posted in: Investing, Taxes Filed under: capital gain, distribution, required minimum distribution, Retirement, social security, tax
Roth IRA

New Roth IRA Recharacterization Rule

January 30, 2018 J.K. Roberts, CFP, CRPC

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Posted in: Investing, Taxes Filed under: conversion, recharacterization, Roth
tax gain harvesting

Tax Gain Harvesting

January 25, 2018 J.K. Roberts, CFP, CRPC

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Posted in: Taxes Filed under: capital gain, capital loss, harvesting, tax, tax gain, tax harvesting, tax loss
Small Business Taxes

Small Business Tax Deductions

April 3, 2017 J.K. Roberts, CFP, CRPC

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Posted in: Taxes Filed under: arizona, business, deduction, expense, form 1065, IRS, llc, partnership, phoenician, phoenix, s corp, s corporation, schedule c, small business, sole proprietorship, tax
taxes

Important Tax Filing Deadlines

March 24, 2017 J.K. Roberts, CFP, CRPC

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Posted in: Taxes Filed under: 2016, 2017, arizona, contribution, deadline, form 1040, IRA, phoenix, required minimum distribution, rmd, Roth, tax, traditional
retirement rollover

Reporting a Retirement Rollover

March 19, 2017 J.K. Roberts, CFP, CRPC

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Posted in: Taxes Filed under: 1099-r, 401k, 403b7, 457, 5498, arizona, IRA, phoenix, Retirement, rollover, tax, Taxes
Employee Stock Purchase Program ESPP

Employee Stock Purchase Plans

March 17, 2017 J.K. Roberts, CFP, CRPC

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Posted in: Taxes Filed under: arizona, capital gain, company stock, Employee Stock Purchase Plan, ESPP, ordinary income, phoenix, stock, tax

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