Questions About Tax Reform?

For over a year we have been hearing about the December 2017 Tax reform legislation.  But, how does it affect you? The IRS has attempted to provide resources to enable you to find answers to your questions by visiting IRS.gov.  Here is a reprint from an IRS blast that lists several of the resources that […]

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Preparing Your 2018 Tax Return

We are now beyond February 15 when income tax information was to have been sent out.  If you haven’t already prepared your return, here are some tips to help ease the process: Did you know that there is an IRS webpage called the Get Ready page that includes steps to take. Check it out on […]

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Avoiding The Rush

Below is a notice published by the IRS with regard to the upcoming Presidents Day holiday and the increased calls with the IRS and what you might be able to find online to answer your questions.  Hope it helps. IRS: Avoid the rush over Presidents Day holiday; online tools, resources can help WASHINGTON — With […]

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Income Tax Refunds

Are you lucky enough to be receiving a refund for overpayment of income taxes?  Here are some tips from the IRS on receiving that refund quicker.  For a faster refund, choose e-file Electronically filing a tax return is the most accurate way to prepare and file. Errors delay refunds and the easiest way to avoid […]

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How The New Tax Law May Affect Your Income Tax Return

You may notice several of the following items that may affect your individual income tax return: A change in the tax rates which should result in most people paying less tax during the year. However, the increase in the standard deduction, suspension of personal exemptions, an increase in the child tax credit and the limiting […]

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Let’s Get Ready For Tax Season

Let’s Get Ready For Tax Season

Tax season is upon us and we have begun to receive those pieces of mail marked “Tax Information – Important”.  So now what?  Here are some suggestions to help ease the stress of tax season. Where do we start?  The best place to start is to find a copy of last year’s return.  Even if […]

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Checking In On Your Resolutions – #2

Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR HARD-EARNED ASSETS WORKING FOR YOU?  If you have a savings account or certificates of deposit, are you getting the best interest possible on these assets?  If you have a brokerage account, are your assets working […]

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Checking In On Your Resolutions

So, we are in the first full week of January and life is regaining a normal routine.  How are you doing on your resolutions?  Last week, Yasmeen Khaleel gave a list of suggestions of areas to address with regard to estate planning.  If you read that blog, have you even given it any further thought?  […]

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Salient Considerations in a Time of Transition

NEW YEAR’S RESOLUTION WELCOME 2019!  The new year is upon us and like most individuals, you may have made resolutions for the new year.  Often times when making resolutions, we forget to address the important matters and I challenge you this year to think outside the box and make a resolution to address your estate […]

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As The Year Winds Down…

It is hard to believe that 2018 will soon give way to 2019.  Where does the time go? When I was younger, whenever I would wish for some date in the future to be here – my birthday, the end of school, a special event, my mother would tell me not to wish my life […]

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