Recent Blog Posts

August 14th, 2019 Newsletter

Tax-Free Savings and Other Places to Save Tax-Free  Most savings accounts – and similar places to park your cash, such as money market funds – require that you pay taxes on the interest that you earn. A few types of savings accounts and other financial instruments are exceptions … Investopedia Shrinking …

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August 7th, 2019 Newsletter

6 Ways the IRS Can Seize Your Tax Refund  If you are still waiting for your federal income tax refund this year, here’s one reason it might be delayed: the government could have seized it. The same federal agency that normally issues tax refunds, the U.S. Treasury … Investopedia Extended Tax …

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July 24th, 2019 Newsletter

Top Strategies to Protect Your Income from Taxes  You get your paycheck and see the nice big “gross” income number on top of the pay stub. Scroll down a bit and you’ll notice that the “net” or actual amount that is deposited into your checking account is significantly smaller … Investopedia …

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July 17th, 2019 Newsletter

10 tax tips for college grads Most college majors don’t get students ready for handling taxes – and as they start new jobs, face a rapidly changing economy, and bear up under massive amounts of student loan debt, today’s college graduates can’t afford  … Accounting Today Countries Without Income Taxes …

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July 10th, 2019 Newsletter

Retirement Account Withdrawals Affect on Tax Brackets  Can withdrawals from retirement accounts affect which tax bracket you fall in? Whether income from retirement account withdrawals can push you into a higher tax bracket depends entirely on the type of account. Any income you … Investopedia Are Credit Card Rewards Taxable Income?  …

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July 3rd, 2019 Newsletter

Things You Should Know Now to Save on Taxes Later With 2018 taxes hopefully behind you, probably the last thing you want to think about is what taxes may look like in 2019 and beyond. I get that. But you should be thinking about it. Right now, and every time …

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June 26th, 2019 Newsletter

When You Should Change Your Withholding Tax  In the U.S. tax system, individuals may either withhold paying their taxes until the April 15th deadline of the following calendar year or they may take the pay-as-you earn (PAYE) approach, in which estimated tax is paid … Investopedia Got an IRS Notice? Don’t …

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June 19th, 2019 Newsletter

4 essential tax tips for new parents As a new parent, sleepless nights aren’t the only thing that can be overwhelming. Taxes are probably last on your list of worries. However, parents are offered valuable tax breaks by the IRS that weren’t available to them before … Nashville Business Journal How …

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June 12th, 2019 Newsletter

10 tax tips for college grads Most college majors don’t get students ready for handling taxes – and as they start new jobs, face a rapidly changing economy, and bear up under massive amounts of student loan debt, today’s college graduates can’t afford … Accounting Today How to Fill Out Your …

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June 5th, 2019

5 Tax Tips for 2019 — and Beyond Doing taxes is almost always complicated. After all, there’s a lot of paperwork involved, and the cost of mistakes can be high if you underpay and owe penalties or provide incorrect info and find yourself the subject of an audit … Motly Fool …

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