May 3, 2019 | Savings, Uncategorized
The Homeowner Tax Break May 17, 2019 There is large tax break that allows you to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. But making the assumption that this gain exclusion will always keep you safe from...
May 2, 2019 | Tax, Uncategorized
Your Guide to Post Tax-filing Record Retention May 6, 2019 If the IRS or state revenue department selects your return for review, you will need to be prepared. Here is what you need to know: Keep a Copy of Your Form 1040 Indefinitely Do not toss or destroy any...
May 2, 2019 | Business, Uncategorized
Flow-through Entities What are They? Why Should You Care? May 14, 2019 As a business owner, you have a number of options on how to organize your business for tax purposes. Many small, single owner, businesses are not incorporated, and are deemed...
May 2, 2019 | Estate Planning, Uncategorized
Documents Needed for Estate Planning May 27, 2019 Providing for your family when you are gone starts with a simple estate plan that legally conveys your desires to all your heirs. Here’s a short list of some of the basic documents you should...
Apr 29, 2019 | Tax, Uncategorized
Tax Planning for Life Changes May 1, 2019 Effective tax planning helps you make smart decisions now to get the future outcome you desire – but you need to make sure you don’t miss anything. Forget to account for one of these situations and...
Apr 1, 2019 | Tax, Uncategorized
Payment Arrangements for Taxes April 8, 2019 If you owe taxes on your 2018 tax return, the due date to make the payment is Monday, April 15. Miss this deadline by just one day and the IRS will charge you interest and penalties! Don’t risk adding...
