Weldon Wulstein

March 1, 2016

Walk the Path to Tax Savings for 2015 & Substantiating Donations

Walk the Path to Tax Savings for 2015 Like many taxpayers, you may have been expecting to encounter a few roadblocks while traversing your preferred tax-saving […]
February 1, 2016

Roth IRA Rules & Married Filing Jointly vs Separately

Reacquainting Yourself With The Roth IRA If you’ve looked into retirement planning, you’ve probably heard about the Roth IRA. Maybe in the past you decided against […]
January 11, 2016

Preventing Tax-related Identity Theft & Simplifying Your Financial Life

How You Can Help Prevent Tax-related Identity Theft Tax-related fraud isn’t a new crime, but tax preparation software, e-filing and increased availability of personal data have […]
December 1, 2015

Dec 2015 – Capital Gains and Losses & Earn 5% or More on Liquid Assets

What You Should Know About Capital Gains and Losses When you sell a capital asset, the sale results in a capital gain or loss. A capital […]