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By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA In doing an annual review with clients recently, they asked, “R. J., we’re doing some great stuff here. But can IRS come back and audit me? How long is that window open?” That’s a great …

How Long Does IRS Have To Audit My Tax Returns? Read More »

By R. J. Kelly, AEP, CAP, CEPA, ChFC, CLU, IAR, MSFS, RICP, WMCP | Wealth Legacy Group®, Inc. | San Diego, CA A recent tax benefit to certain employers as a result of COVID is called the Employee Retention Credit. It benefits some employers who had employees affected during COVID. For the full details, IRS has an explanation here.  This …

Special IRS Audit Rules For The Employee Retention Credit (ERC) Read More »

Chapter 1: The Five Hows Building a map of and toward your retirement gives you critical mileposts so you aren’t throwing darts blindfolded and hoping that one of them hits.  Major takeaways from this chapter will include:  1) How to specifically define what retirement looks like to you 2) Where does age 65 come from …

The Five Hows – Free Chapter Read More »

With over 30 years of experience, R. J. Kelly holds numerous advanced professional designations. Below is a list of his most significant designations or degrees, along with a brief description (in plain English) – and what it means for you, his valued clients. 1. Retirement Income Certified Professional (RICP®) designation provides comprehensive instruction on building integrated and …

R. J. Kelly’s Professional Credentials Read More »