Bridget Sullivan Mermel CFP(R) CPAJan 10DAF vs QCD: The Jargon BattleIn this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPAJan 1IRS Estimated PaymentsIn this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...
Bridget Sullivan Mermel CFP(R) CPANov 27, 2023Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
