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Willis Johnson & Associates Blog | Financial Planning and Investment Content

How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning

by Emily Johnson, CPA
May 31, 2022

Understanding the FBAR: Foreign Asset Reporting & Tax Penalties

by Leah Cessna, CPA
February 16, 2022

Remote Work & Taxes: The Cost of Working from Home in a Different State

by Emily Johnson, CPA
February 15, 2022

Considering a Backdoor Roth Contribution? Don’t Forget Form 8606!

by John Siegel, CFP®, EA
February 14, 2022

Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates

by Sarah Sikorski, CPA, CFP®
January 06, 2022

How To Use the Chevron Humankind Program for Charitable Giving & Tax Planning

by Alexis Long, MBA, CFP®
January 06, 2022

How Waiting 15 Days to Retire May Save You $50,000 in Taxes on Your BRP Payouts

by Nick Johnson, CFA®, CFP®
January 04, 2022

How to Compare: Roth Contribution vs. Roth Conversion

by Nick Johnson, CFA®, CFP®
January 01, 2022

How To Use a Backdoor Roth for Tax-Free Savings

by Nick Johnson, CFA®, CFP®
January 01, 2022

Retirement Withdrawal Strategies to Lower Taxes

by Sarah Sikorski, CPA, CFP®
December 27, 2021
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    Willis Johnson & Associates
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    5847 San Felipe St., #1500
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    Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm.

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