How Do You Spell Will?  T.E.A.M.

How Do You Spell Will? T.E.A.M.

When it comes to estate planning, “it’s not just about valuables, but about values; not just about principal, but about principles.” [Dr. Barry Baines, “Ethical Wills, Putting Your Values on Paper”]  Transferring values and ideals, in addition to your monetary wealth, is an important part of leaving a legacy.  In other words, what your children […]

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Estate Planning Options

Abbreviations, acronyms, slang, metaphors, simile, hyperbole, puns, idioms – all types of figurative languages.  When you think about it, we have so many forms of languages that the basics – English, French, German, Spanish – seem to be lost in the shuffle.  In Estate Planning, we have many acronyms that are used and I thought […]

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IRA Eligibility Changes For 2021

Retirement – for some people, they have achieved that stage in life. For others, they may be planning for retirement either in the not-so-distant or distant future.  However, in whatever pre-retirement stage of life you are in, it is never too early to think about it.  Taxpayers can deduct contributions to a traditional IRA if […]

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Individual Taxpayer Identity Protection Pin Program

I mentioned in a prior article that individuals would be able to participate in the identity protection PIN program.  This PIN is a six-digit number assigned to eligible taxpayers to help prevent misuse of Social Security Numbers being used on fraudulent federal income tax returns.  If you would like to take advantage of this program, […]

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Tax Season Is Upon Us

Yes, it is once again tax season.  Your mailbox has probably started to receive those ever important tax information mailings.  So, what can you do to help ease the stress that often comes with tax season?  First of all, remember irs.gov.  There are many resources available that can be found by searching the site and […]

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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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