Covenant U - Investment Resources

Tax

Major Tax Changes In 2021?

Major Tax Changes In 2021?

John Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA® joins Karl Eggerss this week to discuss all the tax proposals floating around and how it might impact your investments and your estate.

read more
You Might Be Getting A New Tax Form Next Year

You Might Be Getting A New Tax Form Next Year

If you have been selling items online, you might be getting a new tax form regardless of how many items you have sold throughout the year. In this interview on CBS, Karl Eggerss discusses the changes that could affect you and how to take advantage of this side business.

read more
Tax-Free IRA Withdrawals

Tax-Free IRA Withdrawals

Typically, you get a tax deduction when you put money in an IRA (individual retirement account).  It grows tax-deferred and when you withdraw those dollars, they are taxed.  However, there are certain scenarios where those withdrawals are not taxed.  Karl Eggerss explains on CBS.

read more
12 Tax Scams You Need To Know About

12 Tax Scams You Need To Know About

On this week’s podcast, Karl discusses the IRS’s dirty dozen tax scams that they just released as a public service announcement and a warning. Karl explains.

Plus, Karl discusses which company is now the first $2 trillion company. And, is the market really at all-time highs?

read more

Big Tax Changes Coming? Creative Planning Ideas

On this week’s show, Karl welcomes guest John Eadie, founder and CEO of Covenant.  John discusses the Joe Biden tax proposal. In addition, John gives listeners several planning tips and techniques to help reduce potential tax liability.

read more
Big Tax Changes Coming? Creative Planning Ideas

Big Tax Changes Coming? Creative Planning Ideas

On this week’s show, Karl welcomes guest John Eadie, founder and CEO of Covenant. John discusses the Joe Biden tax proposal. In addition, John gives listeners several planning tips and techniques to help reduce potential tax liability.

read more