Additional 2018 Tax Deadlines
Keeping track of all the deadlines for government mandated forms, tax payments and other tax-related tasks can be burdensome. Below is a summary of due dates – keep in mind some…
2018 Tax Calendar
Keeping track of all the deadlines for government mandated forms, tax payments and other tax-related tasks can be burdensome. Below is a summary of due dates - keep in mind some…
New budget agreement brings additional tax changes
The ink on the Tax Cuts and Jobs Act (TCJA), which swept in a tidal wave of changes to federal tax rules, had been dry for only seven weeks before…
4 ideas that may help reduce your 2023 tax bill
If you’re concerned about your 2023 tax bill, there may still be time to reduce it. Here are four quick strategies that may help you trim your taxes before year…
IRS Expands Electronic Filing Mandate: Key Changes for 2023 Tax Returns
The IRS has expanded the electronic filing requirement for tax and information returns starting with the 2023 tax year. Regulations finalized on February 23, 2023, stipulate that almost all returns…
It’s Time for Financial New Year’s Resolutions!
Many of us make new year’s resolutions – new habits we want to cultivate in order to achieve our goals. Amid your weight loss and other self-improvement intentions, here are…
Are Target Date Funds Right for You?
A target date fund (TDF) is a mutual fund or exchange-traded fund made up of multiple underlying investments designed to meet an investor’s future financial goal, such as retirement or…
2020 Year-End Tax Planning Ideas for Small Businesses
Small business owners still have time to make tax planning moves to lower their 2020 federal income tax bills — and possibly lay the groundwork to save taxes in future years.…
Midyear Tax Planning Ideas for Individuals
The extended July 15 deadline for filing your 2019 federal income tax return is behind us. Now it's time to think about your current federal tax situation. Tax planning is especially complicated for…
Record Retention – What to Keep and What to Toss
By Stacy (Smith) Randel, CPA We’re heading into a new year; W-2s are out the door, you’re starting to think about your 2019 tax return…what else should you be doing…