September 2020 Client Update Newsletter
Fall is right around the corner! As summer is winding down, the IRS wants you to be aware of common [...]
A Gift of Stock- Information is key when using this tax planning strategy
Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning [...]
State Taxing Authorities Are Coming After Your Money- States are creating laws that snag taxpayers everywhere
As states create tax laws to capture revenue from non-resident individuals and small businesses, many are caught unaware of the [...]
How to Protect Your Social Security Number From Theft
Identity theft is reaching all-time levels. How can you protect your Social Security number from being stolen? from Hamilton Tax [...]
Tax-Free Roth IRA Withdrawal Options- What every Roth IRA account holder should know
While Roth IRAs are funded in after-tax dollars, making a mistake on withdrawing funds could still subject you to tax [...]
August 2020 Client Update Newsletter
Get a head start on your tax planning by reading about four new laws to help you in 2020. Also [...]
Taxable or Not Taxable?- Some of these items may surprise you.
Here are nine areas of income that are often questioned by taxpayers regarding their taxability. Some items are taxable, others [...]
Understanding Tax Terms: Wash Sales- Surprise! Your stock loss is not deductible.
If selling a stock or mutual fund to book a loss for your tax return, the wash sale rules are [...]
Tax Surprises for the Newly Retired
Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement [...]
Reminder: Estimated Taxes Due- Now is the time to make your estimated tax payment
If you have not already done so, please plan to make your 1st and/or 2nd quarter estimated tax payment(s). The [...]