Latest Posts

2022 Health Savings Account Limits

New contribution limits are on the horizon The savings limits for the ever-popular health savings accounts (HSA) are set for 2022. The new limits are outlined here with current year …

Roll it Before You Pull it

Tips to avoid IRS penalties on 401(k) retirement plan distributions While each retirement plan has similar early withdrawal penalty exemptions, they are not all alike. Knowing these subtle differences within …

Is it really the IRS?

Four tips to ensure your security Pretending to be an IRS agent is one of the favorite tactics of scam artists, according to the Better Business Bureau. The con artists …

Employee Tax-Free Income

While most income received from your employer quickly ends up on a W-2 tax form at the end of the year, here are some common employee benefits that often avoid …

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. …