Save Money with These Year-End Tips
The end of the year is coming on fast, but there’s still time to reduce your potential tax obligation and save money […]
More Changes Coming to Form 1040
In 2018, the government attempted to “simplify” the tax-filing process by drastically shortening Form 1040. The result was six new schedules that […]
Know Your Rights with Bill Collectors
Each year thousands of people fall behind in paying their bills, oftentimes due to circumstances outside of their control. If you find […]
Make Gift Tax Rules Work for You
As you approach your retirement years, it’s important to have a basic understanding of the IRS gift giving rules. Once you understand […]
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 […]