Recent Blog Posts

November 28th, 2018 Newsletter

5 Tax Strategies for Small-Business Owners Small-business owners are increasingly being congratulated for their contributions to the economy. They create jobs, provide much-needed services, promote diversity and put money back into their communities. Yet, those same business … Kiplingers Lump of coal? Taxes more likely for online gifts this season Shoppers …

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November 21st 2018 Newsletter

What You Need to Know About Capital Gains and Taxes A crucial element of investing is managing how much tax you will owe on your gains. Taxes are sometimes overlooked or considered after the fact, but capital gains (depending on the security type and holding period) can have a big … …

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October 31st, 2018

13 Important Things to Know About 2018 Taxes Your 2018 return won’t look anything like what you’re used to. The tax form is new and changes from the Tax Cuts and Jobs Act will substantially change what you can and cannot write off. Here is a roundup of the 13 …

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November 7th, 2018 Newsletter

Last-Minute Tax Tips to Lower Your 2018 Tax Bill Moves you make between now and the end of the year can have a significant effect on how much tax you have to pay next April, particularly when it comes to investments you might hold outside a retirement account. But time …

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October 17th, 2018 Newsletter

Beware: Social Security Can Make Your Taxes Soar There are still a few months before tax season begins, but for retirees on a fixed income, any hint of a higher tax bill requires careful pre-planning. For the most part, typical American retirees generally have modest incomes and … Fox Business The …

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October 24th, 2018 Newsletter

10 Sources of Nontaxable Income The Internal Revenue Service defines income as any money, property or services that taxpayers receive. All types of income are taxable unless they are specifically excluded by law. There are a few exceptions, though, and they’re … Investopedia Tax breaks for teachers The flood of education-related …

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October 10th, 2018 Newsletter

The Tax Benefits of Having a Spouse If you are married and file a joint tax return, your federal tax rate may be lower than that of an unmarried individual. In fact, many areas of U.S. tax law are written to provide married couples with greater benefits than those received … …

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October 3rd, 2018 Newsletter

All You Need to Know About Tax Havens When Christopher Columbus left in search of the New World, he was looking for routes for developing trade and commerce for Queen Isabella of Spain. A noble motive indeed! But times have changed. When the explorers of the New World leave … Investopedia …

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September 26th, 2018

If You Owe Back Taxes, Here’s What to Do Owing past-due taxes can be daunting and intimidating. However, the IRS has procedures in place that can put the delinquent taxes under some control until they can be paid in full. Here are some ways to deal with the unfortunate situation … …

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September 12th, 2018 Newsletter

Statute Of Limitations Can Sometimes Hurt Taxpayers The statute of limitations can be a beautiful thing. After three years or maybe six years, you no longer have to worry about a mistake or an aggressive position on your tax return being challenged. After ten years from an assessment you … Forbes Don’t Wait to Get Ready for the 2019 Tax Season For most people, taxes are something to worry about in the closing days of the year and in the week before April 15. Unfortunately, if you wait until … Fox Business 5 Things to Do 10 Years from Retirement There’s a red zone both in football and retirement planning where the game is often won or lost. For football, it’s 20 yards from the goal line … Investopedia Property values: How to size up your home’s tax assessment to see if it’s fair As property values rise, a creeping tax looms. Left unchecked, property tax bills can swell over time. To prevent this annual pain in the pocketbook … USA Today Found out your colleague makes more than you? Here’s what to do about it Now it’s more acceptable to talk money to help workers better know their worth in order to negotiate salaries and raises. But what should you do … CNN Money Essential Ways to Keep Your Finances on Track By Kimberly J. Howard via Iris.xyz Everyone wants financial stability. However, many people struggle to keep things on track as they fall into debt … Fox Business How to Teach Your Children About Money Here are three small lessons parents can put into practice for young children, and three more for older kids to grow on. Megan and Chad were determined … Kiplinger Avoid One Of The Most Common Estate Planning Mistakes There’s a mistake families at every level of wealth often make when they go through their estate planning process, and decide how to allocate money … Forbes Why wages are finally picking up. And will it last? Thousands of Walt Disney World workers may be getting a raise. Union members are voting on a new contract that would increase the starting minimum wage … USA Today Is Debt Settlement a Good Idea? Creditors are calling you every day, you dread going to the mailbox because of what you may find, and you’re losing sleep at night trying to figure out … Fox Business How Mortgages Affect Credit Scores Financial gurus are constantly warning consumers to keep their credit score in tip-top shape if they’re planning to purchase a home in the near future … Investopedia “I can complete the project under budget and ahead of schedule, but you’ll need to allocate additional time and money for that.” Copyright © Randy Glasbergen Trivia What do the letters represent in the over-the-counter stock market acronym NASDAQ? See the answer below. Amazon Hits $1 Trillion Valuation Amazon.com Inc. followed Apple Inc. to become the second U.S. company to reach $1 trillion in market value, reflecting the online retailer’s striking … The Wall Street Journal What Year Was It? Lascaux cave paintings discovered Near Montignac, France, acollection of prehistoric cavepaintings are discovered byfour teenagers who stumbledupon the ancient artwork after followingtheir dog down a narrow entrance into acavern The day was Sep 12. What year was it? Quote of the Week “You can’t have a million-dollar dream with a minimum-wage work ethic.” Stephen C. Hogan Trivia Answer What do the letters represent in the over-the-counter stock market acronym NASDAQ? …

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