Kevin Cleary Tax Advisor

Kevin Cleary Tax Advisor A tax advisor looking to educate taxpayers and help them grow.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/05/2025

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

The financial risks to consider when evaluating self insurance?
05/02/2025

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

The question everyone has: Will Social Security be around for you? Read this.
04/30/2025

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
04/28/2025

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
04/25/2025

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
04/23/2025

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

The beans brewed for your morning coffee may have changed hands many times.
04/21/2025

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

When considering a record keeping system for your business, you need to ask yourself some very important questions
04/16/2025

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
04/14/2025

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Here are eight mistakes to avoid when.
04/11/2025

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Learn how to maximize your Qualified Charitable Distributions!
04/09/2025

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Check out this video on taxes.
04/07/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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