W. Kirk Taylor, CFP®

We’re pleased to provide you with the Kirk Capital Advisors 2022 Tax Guide.

The tax filing deadline (April 18th) is less than two months away and taxpayers are busy gathering their tax documents e.g., W-2’s, 1099’s, K-1’s, bank statements and expense receipts and making the mad dash to their tax advisors office for their annual checkup.

Since taxes, and most importantly minimizing taxes, are on everyone’s minds currently, we thought this would be a good time to share with you our 2022 Tax Guide.

We find this handy reference tool invaluable in our daily investment and tax planning discussions with clients. In this guide you will find information on tax rates for ordinary income, capital gains and gifts, as well marginal tax rates and contribution limits for retirement plans.

As always, the information provided in the 2022 Tax Guide is general in nature and is not intended as tax or legal advice. The information provided is believed to be accurate, but no assurance is made to that effect. Tax laws are subject to change. Please consult with your tax advisor before acting on any of the information contained herein.

As you make the push to wrap up 2021 taxes, don’t forget to use this Tax Guide as a planning tool for minimizing your 2022 taxes.

Please view the Tax Guide by clicking the button below!

Keep Calm and Save On!

With consumer prices surging to a four-decade high over the past year, uncertainty about when inflationary prices may ease makes the concept of stretching your dollar, or saving more money, significantly more relevant. I recently had the opportunity to discuss this exact topic during an interview with Lindsey Mastis on her ABC 7 show, “The Wellness Desk.” Read more here…

It’s Not Too Late to Help Your Young Investor Fund an IRA and Take the First Step Toward Financial Independence!

When you are a parent, you want your children to have the most financial success possible. Influencing them to take steps to save, as soon as they begin earning income, will benefit their future finances even further. The first step that your child can take, once they’ve started earning income, in high school or college, is to fund an Individual Retirement Account. Learn more here…

Celebrating Our 1st Year!

In March of 2021, and after more than three decades of advising individual investors, I founded Kirk Capital Advisors, LLC with the goal of delivering investment and financial planning advice that is 100% conflict-free, 100% transparent and 100% personal. Read more here…

Winds of Change and Europe… An Update…

The crisis in Europe is truly different and navigating it requires all of the facets of sound investing cited above. Russia’s invasion of Ukraine has thrown financial markets into disarray, and by all measures, the outcome is highly uncertain. This exercise helps us pivot in the right direction with confidence, once we are able to clarify and combine unknown information with known information. Read more here…