USA Today Blueprint: 5 Best Low-Risk Investments
“When it comes to low-risk investments, it all depends on your personality, risk tolerance, objectives and investment horizons,” says Lori Gross, lead investment advisor at Outlook Financial Center.
Financial Planning: 5 Tax Pitfall for Wealthy Clients This Filing Season
Rob Burnette, an independent advisor and tax return preparer at Outlook Financial Center in Troy, Ohio, who is registered with the IRS, said that for taxpayers who take the DIY approach and "blindly use software," basic human error is the biggest pitfall.
GoBankingRates.com: What to Do If You Filed Your Taxes and More Documents Come In
“The documents need to be reviewed to determine if they will change the tax calculations,” said Rob Burnette, CEO at Outlook Financial Center in Troy, Ohio.
USA Today: How Long Should You Wait Before Filing Taxes? Surprise! Later Can Sometimes Be Better
“You might want to wait for those 1099-Bs because they can have a significant impact on your tax return,” said Rob Burnette, chief executive and investment advisor representative at Outlook Financial Center.
CNBC: Here's Who Can Claim the Home Office Deduction on This Year's Taxes
Rob Burnette, CEO of the Outlook Financial Center, said your workspace must meet certain IRS guidelines to qualify for the deduction.
Barron's: Tax Season Is Here. The Big Changes, From the Child Tax Credit to a New Deadline.
Filing your return and paying the IRS any money owed are two separate events, said Rob Burnette, CEO and financial advisor at Outlook Financial Center in Troy, Ohio, and a registered tax preparer with the IRS.