Recent Blog Posts

February 13th, 2019 Newsletter

Start Trimming Your 2019 Tax Tab Now As you complete your 2018 tax return, turn some attention to your tax plans for 2019. Although tax reform triggered a slew of major changes in 2018, the landscape has settled this year. In terms of tax rules, “2019 will … Kiplingers Are Home …

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February 6th, 2019 Newsletter

3 Mistakes You Don’t Want To Make This Tax Season Last week was the beginning of every American’s favorite time of the year … to hate: tax season. Starting last Monday, January 28th, the IRS started accepting tax returns for the 2018 tax year. Here are three of the most …

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January 30th, 2019 Newsletter

Taxes 2019: When to file and what big changes to expect Sitting down to do your taxes in the next few weeks – or talking with your tax preparer – will involve tackling the most sweeping changes in the federal income tax rules in more than 30 years. You’ll need …

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January 16th, 2019 Newsletter

5 IRS Tips for the 2019 Tax Season Americans are starting to get ready for tax season, with many taxpayers hopeful that new laws Opens a New Window. will result in bigger refunds. Yet with the government shutdown having hit at a particularly inopportune time for … Fox Business Contribution Limits …

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January 9th, 2018 Newsletter

Gift Tax in 2019 The holiday season is a huge time for gifts, but it isn’t often until after New Year’s Day that the bills start coming due. In addition to having to make sure you pay off any big credit card balances you rang up, you’ll also … Fox Business …

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January 2nd, 2019 Newsletter

Should You File an Early Tax Return? Even though many taxpayers file their tax returns on or about April 15 every year, it’s not mandatory to wait until the last minute. Indeed, filing an early tax return can make sense for a variety of reasons. The Internal Revenue … Investopedia 10 …

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December 19th, 2018 Newsletter

Reduce Taxes With A Year-End Financial Planning Checklist The end of the year is an important time to take stock of your personal finances to make sure you’re on track for your savings goals as well as the upcoming tax season. While it may be tempting to wait until the …

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December 12th, 2018 Newsletter

Your Guide to 2018 Federal Income Taxes Filing your federal income tax return can be a stressful and complicated task. Even if you hire a professional tax preparer, you still need to make sure you have all of your ducks in a row. So we’ve put together this handy guide … …

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December 5th, 2018 Newsletter

15 Tax Deductions & Benefits for the Self-Employed Being self-employed means taking on risks and costs that you don’t have when you work for someone else. You’re responsible for getting customers and generating income, and for constantly proving the value of your product or … Investopedia How to make the most …

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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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