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Some Reminders If You Are Selling Your Home

Summertime and the moving trucks are busy.  If you are selling your home, here are some important reminders: Some or [...]

UNCERTAINTY

That could easily become our buzz word these days.  Especially given what we have been through in the past couple [...]

Taxpayers Should Open and Carefully Read Any Mail from the IRS

The IRS mails letters or notices to taxpayers for a variety of reasons including: • They have a balance due.• [...]

Are You Looking For Your Federal Tax Refund?

You have filed your taxes and are expecting a refund on your Federal Return.  How can you check on the [...]

New Jersey Financial Wellness Website

New Jersey recently launched a free website called NJ FinLit.  This site is sponsored by the New Jersey Department of [...]

Where Are the Originals of Estate Planning Documents That Have Been Superseded?

Hmmmm, good question.  Probably one that you have never thought about.  This issue came up for discussion during a recent [...]

Duties of a Trustee

You have completed your estate planning and have created a trust.  Do you know what the duties of your named [...]

Would You Help Someone Die?

What would your reaction be if someone you loved asked you to help them die?  If someone was diagnosed with [...]

Special Saturday Help from IRS Available Without an Appointment on April 9, 2022

As the federal tax filing deadline approaches later this month, the Internal Revenue Service announced that many Taxpayer Assistance Centers [...]

2018 Federal Income Tax Refunds

Time to think – or to check – did you file a 2018 federal income tax return?  If not, might [...]

Credit Report Errors

When was the last time you checked your credit report?  Have you ever checked your credit report?  Do you know [...]

IRS Taxpayer Advocate

It is so common to hear grumblings about the IRS and all of its downfalls, but did you know that [...]

Protecting Your Personal Information

There has recently been a story in Philadelphia regarding the theft of information from a person while hospitalized.  The end [...]

The State Of State Taxes

Through the years, I have heard people make comments such as “_____ (insert your state of residence) has such high [...]

Income Taxes for the Remote Worker

Have you been one of the workers that, due to Covid-19, your workplace has changed and you have been/are working [...]