Help Older Adults Avoid Financial Scams
There are a variety of scams and fraudulent schemes that target older adults. IRS impersonation scams are the most prevalent scams targeting […]
Municipal Bonds: An Investment with Tax Breaks
Everybody likes getting something for free, and taxes are no different. Investing in securities like municipal bonds (sometimes referred to by the […]
How to Maximize Deductions for Assisted Living
It’s possible that someone in your family will need assisted living care at some point in their life. This care can be […]
IRS Alert: Two New Tax Scams
The IRS remains on the lookout for tax scams that can hoodwink unsuspecting taxpayers. Recently, two new variations of past scams have […]
Cash Flow Tips for Small Businesses
It’s sad, but true: Half of all new businesses fail within the first five years. Although lots of factors contribute to business […]
Retirement Basics: Understanding Tax Efficiency
One of the basics in retirement is to be as tax efficient with your income as possible. In 2019, income tax rates […]
Effective Tax Planning Starts Now
With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off […]
2020 Health Savings Account Limits
A Health Savings Account (HSA) is a tax-advantaged savings account whose funds can be used to pay qualified health care costs for […]
Three Ideas for Charitable Deductions
The Tax Cuts and Jobs Act of 2017 (TJCA) made significant changes to how most people calculate their taxes, including a doubling […]
New Rules for Business Travel Deductions
Business travel is still tax-deductible, under the Tax Cuts and Jobs Act of 2017 (TCJA), but there is a major difference now. […]