Tax Tips to Aid in Retiring Early- Don’t forget to look at the retirement specials on the tax menu
In an effort to assist in planning for retirement, there are a number of provisions in the tax code that [...]
June 2020
Estate Taxes: What EVERYONE Should Know
Too many taxpayers ignore estate taxes because they think it will not impact them. Do this at your own peril. [...]
Common Tax Filing Mistakes
Want to ensure your refund gets to you in the shortest amount of time? Want to avoid a letter from [...]
June 2020 Client Update Newsletter
This month’s newsletter details several reasons why you should look for other sources of cash instead of tapping into your [...]
May 2020
Should I Pay My Tax Bill With a Credit Card?
The IRS has allowed tax payments with credit cards for the past few years. Is it a good payment method [...]
Using Losers to Make Winners
Effectively using your investment losses can make a big impact in your taxable income. Why? These losses could offset income [...]
Understanding the Home Gain Exclusion- When is a tax planning session essential?
The popular capital gain exclusion on home sales is a wonderful tax benefit for most of us. However, there are [...]
Review IRA Beneficiaries Now- Lost in the pandemic is a tax law change that may require your attention
The recent elimination of the stretch IRA function puts more importance on who you assign as the beneficiary of your [...]
May 2020 Client Update Newsletter
COVID-19 uncertainty abounds for everyone. This month’s newsletter provides a round-up of tax-related laws to help with tax planning for [...]
Beware: COVID-19 Tax Scams are Here- Economic impact payments bring out thieves
The coronavirus pandemic is bringing out the best in most of us. Unfortunately, it is also bring out some of [...]