Welcome to Von’s Traveling Tax Service’s October Monthly Tax-Tips Newsletter!!

Tips to help you with your 2024 tax return! Please refer to previous months for other tax tips at www.vonfercy.com

COMING SOON!! PowerPoint Videos!!!

Renters (Wisconsin Only)

Add up your monthly rent for 2024. Do you pay HEAT separately? YES or NO

Home Owners (and Vacation Property):

Are you renting a room in your home? You can deduct the cost of utilities, furnishings, etc.

Retirees / Pensioners:

401K or IRA – required minimum distribution (RMD) .. are you ready? Do you know what that is? How will it affect your taxes?

Small Business Owners / LLC’s:

Remember to have your ANNUAL meeting with your board for 2024! This can be friends and/or family. Record the place, time and what you discussed about your business. Keep these minutes with your business papers. It’s a good reminder as to what your goals are!

 EVERYONE!

• Do you have a BLUEPRINT of your income and expenses?? (YES, a budget .. emergency fund?)
• Working on your WILL?
• Retiring soon?

Questions? Comments? Need Help?

Call/Text: 920-826-4866

or Email: [email protected]

 P.S. Check out Liberty Comfort Quilt’s webpage at www.vonfercy.com – LIBERTY tab!