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The Annex Wealth Management Blog


DYADT: Does Your Advisor Consider Long-Term Tax Consequences?

Our Tax Planning team will sometimes encounter folks whose goal is to pay no taxes. While that strategy may have near-term rewards, sometimes it’s important to consider your long-term and retirement goals.Would it help your future to shoulder a bit of the...

Tax Tip From Our Tax Planners: How To Report A QCD On Your Tax Form

1099-R’s have been issued and you likely have started to receive them in the mail. We wanted to provide clarification on how custodians report QCD’s (qualified charitable distributions).  Custodians do not report the QCD on the 1099-R. The form 1099-R...

2018 Tax Prep Checklist – 2019 Tax Reference Guide

2018 Tax Prep Checklist 2019 Tax Reference Guide Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated...

MoneyDo: Get Ready For Taxes

It’s a New Year, which means you’ll start receiving tax documents from your employers, investments, and contractors. That’s why this week’s MoneyDo is Get Yourself Organized & Prepared To File Your 2018 Tax Return. One easy way to keep yourself from being...

DYADT 2018 Tax Prep Checklist

Annex Wealth Management's Annual Tax Prep Checklist is back! We know it's easy sometimes to overlook or forget a detail or a key figure when preparing to file your taxes. That's why we've asked our Tax Planner - Mandy Nowaczynski, CPA, CFP® - to prepare...

MoneyDo: Maximize The Tax Benefits Of Your Charitable Donations

Tis the season for good tides, merriment, and for some of us…donations to our favorite charities.  This week’s MoneyDo is Maximize The Tax Benefits Of Your Charitable Donations. As a taxpayer, you currently get to use the larger of either: The standard deduction –...

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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