Feb 17, 2023 | Planning, Taxes
Why You Should File Your Tax Return Early Tax filing season officially began on Monday, January 23rd. Not many people file that early, but for some taxpayers it makes sense to do so. Here are common reasons to consider trying to be at the head of the line: You want to...
Jan 18, 2023 | Planning, Taxes
Tax Tips to Get Organized The beginning of a new year brings the need to recap the previous one for Uncle Sam. Here are some tips and a checklist to help get you organized. Look for your tax forms. Forms W-2, 1099, and 1098 will start hitting your inbox or mailbox in...
Dec 30, 2022 | Finances, Taxes
Identity Thieves Love Tax Season The vast amount of information shared online during tax season makes it a haven for identity thieves, and they’re doing everything they can to take advantage of the opportunity! Here are several ways that identity thieves are...
Dec 22, 2022 | Finances, Planning, Taxes
Shrink Your Tax Bill in 2023 Here are several strategies to consider to shrink your tax bill in 2023. Consider life events. Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a...
Dec 18, 2022 | Planning, Taxes
Year-End Tax Cutting Ideas Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Tax loss harvesting. If you own stock outside a tax-deferred retirement plan, you can sell your under-performing...
