How to Maximize Your Social Security- What every taxpayer should know
You can begin receiving your Social Security retirement benefit as early as age 62. But by putting off your benefit start date you can receive a check that is 8% higher for each year you delay receiving your benefit. The … Continued
3 Things to Know About Summer Job Taxes
Summer brings warm weather, fun outdoor activities and new opportunities to earn some additional income. However, taxes on seasonal income need to be handled with care, whether they’re related to your child’s first job or an extra income opportunity for … Continued
The $500,000 Homeowner Tax Break- Understand the rules now to avoid a tax surprise later
There is large tax break that allows you to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. But making the assumption that this gain exclusion will always keep you safe from tax … Continued
Toss This. Not That.- Your guide to post tax-filing record retention
This publication provides summary information regarding the subject matter at time of publishing. Please call with any questions on how this information may impact your situation. This material may not be published, rewritten or redistributed without permission, except as noted … Continued
Improve Next Year’s Tax Situation Now!
This publication provides summary information regarding the subject matter at time of publishing. Please call with any questions on how this information may impact your situation. This material may not be published, rewritten or redistributed without permission, except as noted … Continued
Tax Day is Here!- Last-minute details, tips and freebies
This publication provides summary information regarding the subject matter at time of publishing. Please call with any questions on how this information may impact your situation. This material may not be published, rewritten or redistributed without permission, except as noted … Continued
Reminder: First Quarter Estimated Taxes Now Due- Now is the time to make your estimated tax payment
If you have not already done so, now is the time to review your tax situation and make a 2019 estimated quarterly tax payment using Form 1040-ES. The first quarter due date is now here. First-quarter due date: Monday, April … Continued
Owe Taxes? Make Payment Arrangements Now!
This publication provides summary information regarding the subject matter at time of publishing. Please call with any questions on how this information may impact your situation. This material may not be published, rewritten or redistributed without permission, except as noted … Continued
The Tax-Free Retirement Savings Option- Is a Roth IRA right for you?
If you are looking for tax-free income and more flexibility during retirement, perhaps you should look into investing in a Roth IRA. While Roth IRA contributions are not sheltered from current taxes like contributions to traditional IRAs, they offer other … Continued
Where’s My Refund?
The popular “Where’s My Refund” feature on the IRS website allows you to see the status of your refund after filing your income tax return. What you should know Refunds of e-filed returns usually take 10 to 21 days to … Continued