by Cheri Turner | Dec 16, 2017 | Tax Strategies
Our original version of this document was based on what was expected to be signed into law. Many provisions were altered or discarded. It’s very important to note that this will impact 2018 tax filings, not your 2017 returns due this spring. Here is a summary: ...
by Tonya Sinitsin | Dec 7, 2017 | Tax Strategies
Every taxpayer has rights. The Taxpayer Bill of Rights takes these rights from the tax code and groups them into 10 categories. Taxpayers interacting with the IRS should know their rights, which are highlighted in Publication 1, Your Rights as a Taxpayer. The...
by Tonya Sinitsin | Oct 23, 2017 | Tax Strategies
The Internal Revenue Service announced the tax year 2018 annual inflation adjustments for more than 50 tax provisions, including the tax rate schedules and other tax changes. The tax items for tax year 2018 of greatest interest to most taxpayers include the following...
by Dan Lucas | May 13, 2017 | Tax Strategies
Why are wealth accumulation and tax planning important to you? Naturally, you want to keep more of your money for yourself. However, it is also quite likely that you are trying to preserve your legacy and look after the ones you care about even after you are gone....
by Cheri Turner | May 12, 2017 | Tax Strategies
It’s probably not surprising to know that about half the population feels like their tax bill is too high, but what is interesting is that so few people choose to do anything about it. In fact, only about 50% of people seek financial advice and take action, even...
by Dan Lucas | Feb 27, 2017 | Tax Strategies
You’ve undoubtedly heard it time and time again: “Start investing in your 401(k) early.” Or, “Your 401(k) gives you free money. You’d have to be foolish not to take advantage of that.” You’re not foolish, of course, and it’s one of the most trusted ways to save for...
