January, 2022

IRS Issues: 5 Things To Remember When Filing 2021 Income Tax Returns

Tax season 2022 has begun.  In the spirit of trying to make it as painless as possible, see the reprint of IR-2022-16, January 20, 2022 below. WASHINGTON — With filing season beginning January 24, the Internal Revenue Service reminded taxpayers about several key items to keep in mind when filing their federal income tax returns […]

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Don’t Make These Estate Planning Mistakes

I know that I have written in the past about estate planning, but as time passes, we see more and more issues arising from estate planning mistakes – omissions, improper forms, improper titling or non-titling of assets, and not taking special circumstances into consideration. In our day-to-day administration of estates, we encounter many challenges and […]

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Do You Have an IRS Online Account? Should You?

You may ask why you should have an IRS Online Account.  And, what exactly is an IRS Online Account? An IRS online account is a safe and easy way for individual taxpayers to view details about their federal tax account. Among the benefits and features of this online system are the ability to view A […]

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It’s a New Year – Let’s Stop Wasting Money

Whether we admit it or not, we make resolutions when a new year rolls around.  You are going to do this, or you aren’t going to do that.  Whatever your intentions, they might be called a resolution – albeit a silent resolution. With inflation at a high point, we are all looking to stop wasting […]

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