Blog

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 ...

It’s always nice to discover new options for lowering next year’s tax bill. The kiddie tax rules are just another way to protect your family’s budget. Leverage them correctly, and you’ll be in a better position to keep your ...

If you’ve been wanting to make a donation to a great cause and you’ve also got a car that isn’t working out for you, there’s a good chance that you can create a win-win scenario for everyone. Donating your ...

It always pays to plan ahead! And in terms of a health savings account (HSA), your planning actually does double-duty. You’re not only building a stockpile of savings for possible healthcare expenses down the road. You’re also working to ...

While regular tax planning is crucial for any taxpayer, there are certain scenarios that can really put you at financial risk. Looking ahead to what the tax season might bring can give you a leg up. To keep your ...

The rush of our day-to-day lives can often mean we forget one detail or another. Then there’s also the chance of getting surprised with an entirely new dilemma. When it comes to the IRS reaching out to you, though, ...