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Information that keeps you "in the know" with the intent of improving your financial well being.

Tax Act Tip: The 2018 Quarterly Estimated Payment Challenge

The Tax Cuts and Jobs Act (TCJA) passed in late 2017 made big tax changes, including to individual tax rates. If you are self-employed or retired and pay your taxes on a quarterly basis, calculating your new tax obligation is going to be a little...


Put Your Tax Refund to Good Use

Three-fourths of filers get a tax refund every year, with the average check weighing in at $2,895. Here are some ideas to put that money to good use:   #1: Pay off debt. If you have debt, part of your refund could be used to...


Three Tax Break Tips for Caregivers

If you’ve ever had to care for a sick, elderly or disabled person, you know it can be difficult financially as well as emotionally. A recent study found that many caregivers are forced to make financial sacrifices, including delaying retirement, in order to help their...

Tax Act Tip: Employee Expense Rules Have Changed

One of the things that’s going away under the new tax reform laws implemented this year is an employee’s ability to deduct unreimbursed expenses related to their job.   Farewell to miscellaneous itemized deductions   The deduction for unreimbursed employee expenses was among the qualified 2-percent miscellaneous...


Tax Law Alert: Expired Tax Breaks Revived

In the federal budget bill passed Feb. 9, Congress revived dozens of expired tax breaks retroactively for 2017. Here are the ones you may be able to use:   The tuition and fees deduction. If you paid qualified tuition and related higher education expenses, you...


How to Handle All Those Forms

Your mailbox has started filling up with tax forms over the last several weeks and there are likely more to come. Getting your forms organized makes your tax filing easier for everyone involved. Here are some tips on how to handle all the forms you...


Beware This Year’s Tax-Season Scam

Scammers were very successful last year with a scheme to pry W-2 pay stub data away from employers. The IRS warned that it may be one of several techniques they use again this year.   How the W-2 scam works   Fraudsters simply identify employees with access...


Tax Season Begins – Should You File Early?

Start your engines! Tax filing season officially begins on Monday, Jan. 29. Not many people file that early, but for some taxpayers it makes sense to do so. Here are common reasons to consider trying to be at the head of the line.   You’re...

Tax Act News: Paycheck Withholdings Changing Now

The IRS released new income tax withholding tables that reflect the changes to the tax bracket structure in the Tax Cuts and Jobs Act (TCJA) passed in late December. Employers will have until Feb. 15 to update their payroll systems to reflect the new changes,...

Reminder: Fourth Quarter Estimated Taxes Now Due

If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The fourth-quarter due date is now here.   Normal due date: Tuesday, January 16, 2018   Remember you are required to...


“Stretch Out” a Tricky Inheritance

Inheriting a retirement account like a 401(k) or an IRA is more complicated tax-wise than if you’d been left a house or a set of golf clubs. Here’s a tip on how to use a “stretch out” to avoid being hit with a big tax...