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

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...

Tax

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...

Tax

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

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...

Tax

“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...

2018 Mileage Rates Announced by IRS

The IRS recently announced mileage rates to be used for travel in 2018. The Business mileage rate increases by 1 cent. The Medical and Moving mileage rates are also raised by 1 cent. Charitable mileage rates are unchanged.   2018 New Mileage Rates   Here are...

Tax

Tax Planning with Mutual Funds – 10 Ideas to Max Your Benefits

Mutual funds benefit from the long-standing belief that they allow investors to diversify their holdings without buying individual stocks. But to the unwary investor, tax surprises abound. From a tax planning viewpoint, here are some great mutual fund tips. Most of...