What’s New To Consider When Filing Your 2020 Income Taxes

Looking for highlights of items to keep in mind for your 2020 income taxes and the changes that could impact you?  The IRS has a special page on IRS.gov that outlines many tips and explanations about returns for 2020.       Here are some of the highlights to remember: If you received a Recovery Rebate Credit/Economic […]

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A New Year and It’s Time To Think Taxes

Finally, 2020 is in the rearview mirror and we are all looking forward to a healthier 2021 around the globe.  And, as we look forward, we all have income taxes to look forward to.  So, what can you do NOW to ease the overwhelming feeling when you start the process?  Here are some helpful tips: […]

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As 2020 Comes To A Close . . .

We can all be thankful for what we do have and remember to help those who are less fortunate than we are.  This year has taught us many lessons in so many different areas.  We have had so many experiences that, last year at this time, we would have never dreamed of having.  Let us […]

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Don’t Forget The Special Income Tax Deductions For 2020

Do you think that there are no holiday gifts when it comes to income taxes?  If you said no, then read on.  I know that I did a similar blog, but this will provide a reminder as we near the end of the year if you haven’t already made donations. For this year, 2020, there […]

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COVID-Related Text Scam

The Internal Revenue Service, state tax agencies and the tax industry have recently warned of a new text scam created by thieves that trick people into disclosing bank account information under the guise of receiving the $1,200 Economic Impact Payment. Taxpayers are reminded that neither the IRS nor state agencies will ever text taxpayers asking […]

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2020 Charitable Contributions for Income Tax Purposes

What a year this has been.  So many events never dealt with.  And, as we approach the end of the year, perhaps you are thinking about charities that you have or would like to support but feel that because you don’t itemize deductions on your personal income tax returns, you don’t get the benefit of […]

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Benefitting a Charity Through Your Estate or Trust

You would like to benefit your favorite charity through your Estate or Trust, but is leaving a specific bequest in your Last Will and Testament or Trust the only option?  Simply, the answer is NO.  You have options.  Here’s one for you to consider. You have an IRA or retirement-type account for which you can […]

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Are You Thinking About Retirement?

Who will you be when you retire?  Many of us identify ourselves through our career, but when we retire, that identity retires as well.  So, who do you want to be in retirement?  How do you want to enjoy yourself?  There is no magical age for retirement these days.  You hear of individuals retiring not […]

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Talking to Aging Parents About Finances

You see your parents aging and you begin to become concerned about their finances.  They may not have shared much with you about their finances or you may be fortunate that they have been open with regard to what they have accumulated.  Regardless of which scenario is true for you, talking about finances can be […]

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