Recent Blog Posts

January 17th, 2018 Newsletter

Jan 17, 2018 Top 9 Solutions to an Unexpected Tax Bill Many of us like to think of April as tax refund time, but for some, filing a tax return will bring an unpleasant surprise: you owe money you weren’t expecting, and you don’t have the money to pay the …

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January 10th, 2017 Newsletter

Jan 10, 2018 You can start filing your 2017 taxes on … Amid the frantic push by Republicans to pass a tax overhaul by Christmas, it’s easy to forget that you still have to contend with your 2017 taxes. The IRS on Thursday said it would start accepting 2017 federal …

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January 3rd, 2018 Newsletter

Jan 3, 2018 How to Owe Nothing on Your Federal Tax Return The way you fill out the W-4 form that you turn in to your employer when you start a new job determines how much tax you will have withheld from each paycheck, which affects how much you will …

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December 27th, 2017 Newsletter

Dec 27, 2017 Tax Change is Here: Here’s How to Plan for It The first major American tax overhaul since 1986, the Tax Cuts and Jobs Act (TCJA) of 2017 has arrived. Congress has approved it, and now the bill will be sent to President Trump to be signed into …

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December 20th, 2017 Newsletter

Dec 20, 2017 3 Tax-Planning Mistakes Retirees Too Often Make  Tax planning for retirees may sound simple on the surface. Since they typically have lower incomes and fewer deductions compared with many taxpayers, they don’t face such a comprehensive range of tax issues, right … Kiplinger The 5 Signs of an …

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December 13th, 2017 Newsletter

Dec 13, 2017 Self-Employed? Use Deductions and Other Strategies to Save at Tax Time Working for yourself is the American dream, right? There’s no demanding supervisor hovering over you, you can set your own hours, and — if you choose to work from home — you never have to contend …

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December 6th, 2017 Newsletter

Dec 6, 2017 17 Tax Breaks You Won’t Believe Are Real Okay, admit it: As you’ve struggled with your tax return, trying to come up with some extra deductions to pump up your refund or reduce what you owe, you’ve taken a few flights of fancy. “Can I claim a …

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November 29th, 2017 Newsletter

Nov 29, 2017 Newlyweds? Tips For Filing Your Tax Return When you get married, you’re not only combining homes, but possibly tax returns, as well. Will marriage save you money on your taxes, or will you be penalized with a tax bill for your nuptials? Follow these steps for the …

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November 22nd, 2017 Newsletter

Nov 22, 2017 What is the ‘death tax,’ and who pays it? Will the government tax your estate when you die, taking assets you hoped to hand down to your heirs? The answer, under the current rules, is that it depends. Both the federal government and some states charge an …

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November 15, 2017 Newsletter

Nov 15, 2017 Tax Q&A: Mortgage Interest Deduction And Other Matters Here are some questions we’ve received from readers about the House tax plan released Nov. 2. (The answers match the plan as of Nov. 5, and could change as lawmakers debate. Q. Can you clarify proposed changes to the …

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