Author: Matt Syverson, CFP®

Giving from your IRA? How Qualified Charitable Distributions work  September 25, 2019 By Matt Syverson, CFP®

Are you a generous giver? Do you have an IRA account?  Are you over 70 ½ years old and withdra…

Are you qualified? How the QBI deduction works.  September 19, 2019 by Matt Syverson, CFP®

Welcome to fall, the season of back-to-school, bonfires...and business tax deductions.  Yes, it’s time to get serious about a tax projection for 2019, especially if you own a Specified Service …

Building a faith-based business: My perspective  August 7, 2019 by Matt Syverson, CFP®

Recently, I was asked to share Sound Stewardship’s story with the Unconventional Business Network, a community of leaders who conduct their businesses using biblical principles.  https://v…

Preparing for college can be daunting – here’s a helpful timeline  June 3, 2019 by Matt Syverson, CFP®

One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and…

Surprised by your 2018 taxes?  March 26, 2019 by Matt Syverson, CFP®

If you were like many Americans, you might have been surprised by either a smaller refund or a larger bill than you expected. 2017’s Tax Cuts and Jobs Act affected taxpayers in unexpected ways, espe…