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Whether major or minor, the tax code changes might lead to some surprises on what you’ve been expecting to owe. That’s why we’re outlining the updates that matter most. The more you know, the better you’ll be able to ...

The steps you take now can help ensure that next year’s tax bill isn’t a major hassle. Follow these quick steps for a withholding review, and you’ll be in a better position to avoid problems popping up down the ...

Whether you’re expecting a good chunk of change or a more meager check, everyone needs to make sure they’re getting what they’re owed for their tax refund. These quick insights can help you understand what’s coming up.

The real estate market has been especially active in recent years, and along with that, there have been revisions to the home-related tax rules. Unfortunately, taxpayers aren’t always aware of the updates until after they’ve filed their returns or ...

At the start of 2022, the IRS issued an announcement that may have seemed a little odd at first. They stated that the IRS automated notices are temporarily being “turned off”, so let’s take a look at why this ...

We all know that our circumstances often change from year to year. But no one wants to get caught by surprise with a tax increase. There are a handful of common scenarios that can trigger a bump in what ...

We all know that the majority of income we receive is taxable. We report it to the state and federal tax authorities, and hopefully we’re able to keep that liability low. But did you know that you can actually ...

Every year will introduce certain tax reporting scenarios that are unique to your personal life. But for the 2021 tax reporting, things can be even trickier.

Whether it’s the economic recovery payments, unemployment benefits, or your family’s advance child ...

When you’re planning to make a major purchase or investment, or paying down debt, it can be tempting to pull funds from a retirement plan. A 401 (k) retirement plan has its own set of rules. That’s why you ...