Recent Blog Posts

Jul 18th, 2018 Newsletter

5 Tax Tips for 2018 — and Beyond The year 2018 brought a host of changes to the tax code, leaving countless filers just as confused as they were under the old version. Here are a few tips that will help you lower your IRS bill and avoid tax-related hassles …

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July 11th, 2018 Newsletter

Minimum Age for Tax-Free IRA Gifts to Charity I’m 69 years old, and I’m trying to determine if I can transfer money from my IRA to charity now without having it taxed as income. Or do I have to wait until age 70½? A. You can only transfer money tax-free …

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July 5th, 2018 Newsletter

New tax form shrinks in size, not work The Trump administration may deliver on its promise to reduce a commonly used tax form to postcard size, but it does not shrink the workload for many Americans filling out their taxes. A draft copy of the new 1040 income tax form … …

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June 20th, 2018 Newsletter

Insurance-Based Tax Deductions You May Be Missing When it comes to filing taxes, getting the best returns is not about skill – it’s about what you know. Unfortunately, many taxpayers miss out on deductions and credits simply because they just aren’t aware of them. Several of the most … Investopedia The …

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June 13th, 2018 Newsletter

You Can Still Trim Your 2017 Tax Bill You may have already spent your 2017 tax refund, but that doesn’t mean you should forget about your taxes until next April. Because of recent tax-law tweaks, you may be able to trim your 2017 tax bill even more. Meanwhile, if your …

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May 30th, 2018 Newsletter

Tax Moves To Make Before Summer Begins As the warmer weather finally makes an appearance, many of us are dreaming about summer: lazy days spent by the pool, at the shore or just sprawling in the grass (although, honestly, those of us with kids know that this … Forbes 10 Costly …

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May 23rd, 2018 Newsletter

What the New Tax Law Means for Small Businesses The most sweeping tax overhaul in three decades brings lots of good cheer for businesses, ranging from a lower corporate tax rate to big tax savings for asset purchases. But there are also some deductions that disappear and other … Kiplingers 18 …

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May 16th 2018 Newsletter

Retirement taxes: 5 ways to save money You worked hard to save enough money for retirement, but that’s only part of the battle. Once you retire and rely on that money as your main income source, the last thing you want is for the government to get a big chunk …

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May 9th, 2018 Newsletter

May 9, 2018 Reducing Your Future Tax Burden With A Roth IRA Conversion For retirement savers seeking to minimize their tax bills, an individual retirement account (IRA) offers unique benefits. Indeed, taxes are an important consideration of any financial plan; if not appropriately managed, excessive tax … Forbes Still waiting? Possible …

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May 2nd, 2018 Newsletter

May 2, 2018 Rent? Own? Single? Children? How the New Tax Law Could Affect You On Dec. 22, 2017, President Trump signed into law H.R. 1, or The Tax Cuts and Jobs Act (TCJA) — the first major tax reform since 1986. With 2017’s tax season wrapping up, now is …

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