Word to the Wise – October 2019

Another Year, Another New 1040 In 2018, the government attempted to “simplify” the tax-filing process by drastically shortening Form 1040. The result was six new schedules that created a lot of confusion. Now the IRS is attempting to ease some [...]

Word to the Wise – August 2019

5 Surprising Taxable Items Wages and self-employment earnings are taxable, but what about the random cash or financial benefits you receive through other means? If something of value changes hands, you can bet the IRS considers a way to tax [...]

Word to the Wise – July 2019

Effective Tax Planning Starts Now! With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the end of the year when there’s little time [...]

Word to the Wise – June 2019

5 Summer Tax Savings Opportunities Ah, summer. The weather is warm, kids are out of school, and it’s time to think about tax saving opportunities! Here are five ways you can enjoy your normal summertime activities and save on taxes: [...]

Word to the Wise – May 2019

You Know You Need Tax Planning If... Effective tax planning helps you make smart decisions now to get the future outcome you desire - but you need to make sure you don't miss anything. Forget to account for one of [...]

Word to the Wise – April 2019

Tax Day is Here! 5 Big Questions People Are Asking The individual tax deadline of April 15 is fast approaching. Do you have all your tax arrangements in order? Here are five important questions that people are asking. What happens [...]

Word to the Wise – March 2019

7 Common Missing Tax Return Items Want your tax return filed quickly and without error? Then double-check this list of items that are often overlooked. These missing items often cause delays in getting your tax return filed: Forms W-2 and [...]

Word to the Wise – February 2019

Tips to Protect Yourself from Tax Scams Too many people downplay the threat of identity theft because it hasn't been witnessed or experienced firsthand. This false sense of security can leave you exposed, especially during tax season. Here are some [...]
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