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2021 Gifts to Charities

As we near the end of the year (it will be here before we know it), you may be thinking [...]

Accessing the Digital World

We are using the digital world more and more with each passing day.  Not only do we use it for [...]

Required Minimum Distributions from Retirement Accounts

Based upon your age, you may be required to take minimum distributions from your retirement assets.  If you don’t, then [...]

Estate Planning 2021

Whether or not you follow all of the activity and talk happening in Washington, one topic that you might want [...]

If You Own Your Own Home – Do You Know How It Is Titled?

Chances are, if you purchased your home from a third party, you know exactly how your home is titled – [...]

Should You Obtain An IP PIN?

An IP PIN, you ask – what is it?  Well, it is an Identity Protection PIN which prevents the filing [...]

IRS Urges Caution With Email, Social Media And Phones

The Internal Revenue Service continues in its fight against cyber criminals and is constantly finding new ways that these criminals [...]

Income Tax Extension Deadline Is Nearing. Are Your Taxes Filed?

If you didn’t file your income taxes by May 17, 2021, and requested an extension, October 15, 2021 will be [...]

IRS Tax Return Processing Update

The IRS National Taxpayer Advocate Service recently released the mid-year report to Congress.  Here are a couple of the highlights [...]

Estimated Income Tax Payments

When you file your individual income tax return, do you usually owe taxes?  If you do, then this is an [...]

Good Information That Bears Repeating

We seem to be inundated with information to the extent that we can be overwhelmed.  What should we pay attention [...]

Love Notes from the IRS

This year, tax season was extended to May 17, 2021; an extra month to file those Forms 1040 or to [...]

Paying the Right Amount of Taxes

Take a look at your paystub and you realize the amount of taxes that are being withheld from your pay.  [...]

Safe Deposit Boxes

Do you have a safe deposit box?  If so, do you know what is in it?  Do you need it?  [...]

Saying “I DO”

You or someone you know is planning or has taken the step to say “I DO”.  Marriage changes many things [...]