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  • The IRS has put a question about cryptocurrency holdings on page one of 2020 tax returns that taxpayers are expected to answer accurately.

  • If you had income from crypto — whether due to selling at a profit or receiving a digital asset for work performed — failure to report it could come back to bite you.

  • “It could be a real tax mess for folks who try to hide crypto earnings from the IRS,” said Certified Financial Planner (R) Kathryn Hauer.

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WHO

WE ARE

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Wilson David Investment Advisors - your financial North Star - is an independent, fee-only, state-registered investment advisory firm. We offer a suite of services including wealth management, financial planning, CFP® services, and other specialized products geared toward financially empowering individuals and businesses. We are tax specialists, preparing individual and business taxes and providing IRS tax resolution. We deliver the personalized attention that comes with a firm that profoundly desires to help people reach their financial goals with as little worry as possible.  You are an expert at what you do, and you make money doing it; we're experts at managing money.  We can work together to help you keep and grow your hard-earned dollars.

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Are teachers born or made? Kathy would argue they're born, and she's been teaching since she could talk. When you understand the why, you reduce the worry. Let us teach you how to manage your money and plan your financial life.

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227 Gateway Drive, Suite 159

Aiken, SC 29803

hauer.kathy@gmail.com

Hours by appointment.

Offices of Wilson David Investments Advisors

227 Gateway Drive, #159

Aiken, SC 29803

www.wilsondavid.com

803-507-6300

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