Estate Taxes: What EVERYONE Should Know
Many taxpayers overlook federal estate taxes, assuming they won’t be affected. However, ignoring them could be a costly mistake. Why? Not only do several states impose estate…
Read more →Blog — Tax Matters
5 Tax Surprises for the Newly Retired
Retirement is finally here! Your savings accounts are set, Social Security benefits are coming in, and your pension is ready. Everything seems perfectly planned. But are you…
Read more →Are You Missing Out on the 20% Qualified Business Income (QBI) Deduction?
If you’ve used a DIY tax prep software the past few years and have an S-corporation, partnership, self-employment income, rental properties, or trust, you might be…
Read more →7 Tax Tips to Aid in Early Retirement
Wouldn’t it be nice to leave the workforce early without worrying about having enough money for retirement? With the right financial planning, you can make this dream…
Read more →Cash In on 0% Capital Gains Tax Rate
Did you know there’s a way to pay no taxes on certain capital gains? While the maximum capital gains tax rate can be as high as 23.8%,…
Read more →Boost Your Refund: Essential Deductions for Non-Itemizers
Can’t itemize? You still have tax breaks! It’s a common misconception that if you take the standard deduction, there are few additional tax benefits available to reduce your…
Read more →Uncover the Truth: IRS Myths, Tips, & Tricks Revealed
When it comes to IRS audits, there are plenty of myths and misconceptions floating around. The complexity of the tax code and the IRS’s authority to enforce…
Read more →A Fresh Look at Municipal Bonds
With interest rates on the rise, it may be time to reconsider some investment alternatives that are regaining popularity—especially municipal bonds (munis) and municipal bond funds. These…
Read more →Mortgage Payoff Tips: Small Payments Big Savings
Looking for mortgage payoff tips? We’ve got a secret – small payments = BIG money. With 30-year fixed mortgage rates hitting levels not seen in 25 years, even…
Read more →Six Summer Strategies for Maximum Tax Savings
Navigating the tax code for maximizing savings can be overwhelming. It’s no surprise that many money-saving deductions go unnoticed with about 75,000 pages to sift through. As we…
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