Recent Blog Posts

February 28th, 2018 Newsletter

Feb 28, 2018 These 3 ticking tax time bombs could destroy your retirement Smart savers work hard to keep the taxman at bay as long as possible. But there’s only so much you can do to put off having to pay some taxes. Eventually, the IRS wants its cut — …

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February 21st, 2018 Newsletter

Feb 21, 2018 10 Red Flags That Could Trigger a Tax Audit in 2018 Less than 1% of tax returns get audited by the IRS, but this percentage varies significantly depending on several factors. There are several “red flags” that the IRS looks for that can make it far more …

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February 14th, 2018 Newsletter

Feb 14, 2018 What Do You Know About the New Tax Brackets? A hallmark of the new tax law signed by President Trump just before Christmas is the new structure for tax rates and tax brackets that took effect January 1. The latest tax overhaul is the most significant in more …

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Febuary 7th, 2018 Newsletter

Feb 7, 2018 Avoid an IRS Audit – Do These to Keep the Taxman Off Your Back IRS audit’s aren’t fun. In addition to sleepless nights, they can be costly and time-consuming. The more you can do to keep your distance from the IRS the better off you are. I …

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January 31st, 2018 Newsletter

Jan 31, 2018 4 Ways the New Tax Changes Affect Your Finances As hectic as December tends to be, with holiday travel, festivities and year-end deadlines, you may not have had time to sort out what the new tax law really means for your situation. Now that you have put …

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January 24th, 2018 Newsletter

Jan 24, 2018 14 Tax Breaks You Won’t Believe Are Real Okay, admit it: As you’ve struggled with your tax return, trying to come up with some extra deductions to pump up your refund or reduce what you owe, you’ve taken a few flights of fancy. “Can I claim a …

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January 17th, 2018 Newsletter

Jan 17, 2018 Top 9 Solutions to an Unexpected Tax Bill Many of us like to think of April as tax refund time, but for some, filing a tax return will bring an unpleasant surprise: you owe money you weren’t expecting, and you don’t have the money to pay the …

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January 10th, 2017 Newsletter

Jan 10, 2018 You can start filing your 2017 taxes on … Amid the frantic push by Republicans to pass a tax overhaul by Christmas, it’s easy to forget that you still have to contend with your 2017 taxes. The IRS on Thursday said it would start accepting 2017 federal …

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January 3rd, 2018 Newsletter

Jan 3, 2018 How to Owe Nothing on Your Federal Tax Return The way you fill out the W-4 form that you turn in to your employer when you start a new job determines how much tax you will have withheld from each paycheck, which affects how much you will …

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December 27th, 2017 Newsletter

Dec 27, 2017 Tax Change is Here: Here’s How to Plan for It The first major American tax overhaul since 1986, the Tax Cuts and Jobs Act (TCJA) of 2017 has arrived. Congress has approved it, and now the bill will be sent to President Trump to be signed into …

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