retirement and tax – The Burns Firm – Advisors of Complex Financial Matters

Taming the Tax Tangle If You’re Retiring Soon

February 18th, 2025|Categories: Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Retirement, Retirement Plan, Tax, Tax Advisor, Texas CPA, The Burns Firm|Tags: cpa near me, Dallas CPA, Retirement, retirement and tax, tax advisor, Texas CPA, The Burns Firm|

Taming the tax tangle if you’re retiring soon Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long [...]

Factor in Taxes If You’re Relocating to Another State in Retirement

November 30th, 2021|Categories: Accounting, Burns Firm, Business, CPA Dallas, Dallas CPA, Dallas tax return preparer, Dallas tx accountant, Dependent Care credits, if I support my parents financially can I claim them on tax return, Retirement, Tax, Tax Credits, Tax Cuts, Tax Deductions, Tax Planning, Tax Preparation, Tax Return, The Burns Firm|Tags: CPA Dallas, Dallas accountant, Dallas CPA, Dallas tax accountant, how do I establish domicile, how do I know if the state I live in has income tax, if I relocate to another State in retirement will my taxes change, retirement and tax, retiring in a new state, The Burns Firm, what state has estate tax|

Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the weather is more [...]

Retiring Soon? 4 Tax Issues You May Face

June 29th, 2021|Categories: Accounting, Burns Firm, Estimated Tax, Retirement Plan, Tax, Tax Credits, Tax Cuts, Tax Deductions, Tax Planning, Tax Preparation, Tax Return|Tags: CPA Dallas, cpa near me, Dallas CPA, do I need to take required distributions, do I need to worry about taxes after i retire, Retirement, retirement age, retirement and tax, tax planning for retirement, tax returnpreparation, The Burns Firm, what is retirement age, when should I retire, working after retirement|

If you’re getting ready to retire, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four tax and [...]