Tag Archives: Cozby & Company

Resources on IRS.gov Help All Taxpayers Understand Tax Reform

The following article was published by the IRS. IRS.gov is a great place for taxpayers to visit when they have questions about the Tax Cuts and Jobs Act. The legislation, which was passed late last year, includes changes to many … Continue reading

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What is An Annuity?

What is an annuity? An annuity is an investment product that pays out a steady stream of income over time during retirement. When you purchase an annuity, usually from an insurance company, you agree to make a lump sum payment … Continue reading

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Retirees Can Visit IRS.gov for Helpful Tools and Resources

The following article was published by the IRS. Retirement can affect someone’s tax situation. Anyone who has retired recently — or who plans to retire soon — can visit IRS.gov for information that can help them prepare for filing their … Continue reading

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How Stores Get You to Spend

Whether it’s clothing, groceries, electronics, or home goods, odds are that you spend more than you should when you go into a store. Why is this? It’s simple marketing. Stores are experts in running promotions and sales that get us … Continue reading

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Like-Kind Exchanges – Real Estate Tax Tips

The following article was published by the IRS. Like-kind exchanges — when you exchange real property used for business or held as an investment solely for other business or investment property that is the same type or “like-kind” — have … Continue reading

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What is a Power of Attorney?

A power of attorney is simply a legal document that gives you the right to name one or more individuals to step into your shoes and act on your behalf in certain pre-determined circumstances. Two terms used in this document … Continue reading

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