Five Tax-Loss Harvesting Tips

Though the markets have been up strongly this year, your investment portfolio could have a few lemons in it. Using the tax strategy of tax-loss harvesting, you may be able …

File That Tax Return!

October extension deadline fast approaching Friday, October 15 marks the extension deadline for filing your 2020 Form 1040 Tax return. Given all the recent tax legislation, numerous stimulus checks, and …

How to Reduce Your Property Taxes

Market values of homes are skyrocketing and higher property tax bills are soon to follow. Prepare now to knock your property taxes back down to earth. What is happening Property …

Those Pesky Records!

What do I need to keep? Each of us needs to keep records that substantiate our tax returns or other important life events for as long as they are needed. …

The $24,000 Tax Time Bomb

A key lesson within EVERY tax surprise What follows is a true story. A story with a sad ending. But one that has a lesson for everyone. Stick with the …

You Owe Us, Not Them!

State tax authorities clamp down If you work remotely in another state or are thinking about changing your residence from one state to another, you may be caught in the …