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

Avoid Tax Traps in Loans to Friends and Family

Lending to friends and relatives is a tricky business, and not only because of the stress it can place on your relationships. There are tax issues involved as well. If you have to lend money to someone close, here are some tips to do it...


Understanding Tax Terms: Installment Sales

If you use an installment sale to help sell real estate, you can benefit from tax deferral and possibly lower your overall tax bill.   But you need to watch out for certain tax traps if you do.   Installment sale defined   Generally, you create an installment sale when you...

Roll it Before You Pull it

While each retirement plan has similar early withdrawal penalty exemptions, they are not all alike. Knowing these subtle differences within 401(k) plans can help you avoid a 10 percent tax penalty if you take money out of the plan prior to reaching age 59 1/2....


IRS Releases Key 2018 Tax Information

The IRS recently announced key figures for 2018, using figures based on the Consumer Price Index published by the Department of Labor. Use these early figures to start developing your tax strategies for next year.   Tax Brackets: There are currently seven tax brackets ranging from 0...


2018 Social Security Changes Announced

The Social Security Administration announced this week a 2 percent boost to monthly Social Security and Supplemental Security Income (SSI) benefits for 2018. The increase is the largest since 2012, and is based on the rise in the Consumer Price Index over the past 12...

New Deadlines

New Tax Filing Deadlines are Here

Filing deadlines for federal income tax returns don't change often. But when they do, the changes throw a wrench into everyone's world. The IRS has made several changes to filing deadlines that go into effect this tax filing season. Let's not get into the details of...

New 1099 Deadlines for 2017

In an attempt to combat tax return fraud, the IRS has made changes to certain reporting deadlines. The two changes with the biggest small business impact are reporting the information from Forms W-2 (Wage and Tax Statement) and 1099-Misc (Miscellaneous Income). Since most businesses use...


Top Questions This Tax Season

The 2015 tax filing season is well underway. And to me it seems like people are a little more anxious to get their returns completed early so they can truly see where they landed last year. Right now I am seeing a lot of new people...


Elect the Best Business Structure

This article is the second in a series of seven conversations we'll be having on the topic "Perfect Your Tax Savings".   In the first article of this series, we started getting you to think differently about your taxes and I introduced the concept of Tax Efficiency....