Category: General Info

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 …

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 …

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 …

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. …

Make your estimated tax payment now If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using …

Lending to friends and relatives can be tricky, and not only because of the stress, it can place on your relationships. There are tax issues involved as well. If you …

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 …

Couples filing jointly still get the short end of the stick There are a lot of positive things about getting married, but the IRS’ marriage penalty isn’t one of 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 …

Prepare now for potential income tax hits As your children grow older, you can easily be surprised by a larger tax bill. To help ease the possible burden, consider these …