Blog

You don’t want to get tripped up by the tax code. Unfortunately, it’s all too easy to overlook some of the more subtle details. If you aren’t careful, you could make some big mistakes on your tax return. Then ...

As the official age for full retirement moves closer to 67 over the next few years, many taxpayers wonder what steps they should be taking in order to maximize their Social Security benefits. Do you start taking those retirement ...

When you finish out the year with a little strategic tax planning, you’ll be in a great position for January. Most taxpayers are able to utilize a few key tips to ethically save the most money possible. Consider these ...

We hope for the best, but need to plan for the worst. Whether you’re feeling well and healthy now or have a few ongoing concerns, knowing how to navigate your medical expenses correctly can help you keep as much ...

Whether you’re gearing up for retirement in the next few months or you’re making plans to retire sometime next year, there are a handful of common missteps that new retirees tend to make when it comes to their taxes ...

Making mistakes is a part of life. But they shouldn’t be part of your tax return! Even the smallest oversight can turn into a big problem down the road. Understanding the tax rules and proper communication with your tax ...

Higher education can come with some hefty enrollment fees. But learning about your available tax breaks ahead of time will help you keep more money in your pocket as you advance your knowledge. Whether you’re heading back to school ...

Not many people associate positive things with the word “tax.” Fortunately, the word “credit” is another matter. You need to consider every tax credit possible in order to get the most savings on your return. While you probably will ...

When you have real estate to sell, going to your family members first might seems like a win-win for everyone. They could get a great deal, and you’d be able to stop worrying about property you don’t want anymore. ...