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News

Sunday February 5, 2023

Exciting events are happening at Indiana Wesleyan University
Our News
Exciting events are happening at Indiana Wesleyan University
Thank you for your interest in Indiana Wesleyan University. Our hope is to serve you and your family with helpful information.
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What to Do When a Loved One Passes
Savvy Living
What to Do When a Loved One Passes
What steps need to be taken after a loved one passes away? A family member of mine who has no children was diagnosed...
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IRS 2022 Tax Return Checklist
Washington News
IRS 2022 Tax Return Checklist
In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The IRS offered several recommendations that will assist taxpayers and make for a smooth tax preparation year. In addition, we offer a few checklist items for you to consider. 1. Gather Tax Records — Taxpayers need to gather their records for the tax return. You will need Social Security numbers for all of family members, your bank account and routing numbers to file electronically, IRS Forms W-2, 1099 and 1098. You should have IRS Form 1095-A, Health Insurance Marketplace, and any letters...
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Trusts for Creative Spenders
Personal Planner
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
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Finance News
Finance News
  • General Motors Releases Earnings
  • Treasury Yields Rise
  • Mortgage Rates Edge Lower
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.