Recent Blog Posts

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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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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