Category Archives: Newsletter

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month’s newsletter are several ideas to help you reduce your tax bill. There is also an article … Continue reading →

Do you know your net worth? Find out why knowing this number is one of the most important financial concepts you’ll want to understand.  There are hidden tax complications associated with every cryptocurrency transaction.  Find out why. Also find out … Continue reading →

Tax day is finally here! To celebrate getting your tax return finished, test out your knowledge of tax history with our trivia quiz. Also read about some helpful hints that can make paying your bills less stressful. We also have … Continue reading →

Welcome to the craziness that is the 2020 tax filing season! Because the IRS is still playing catch-up from last year, in addition to new tax laws passed in the middle of this year’s tax filing season, the April 15 … Continue reading →

Spring is almost here! With April 15th right around the corner, get answers to common tax questions in this month’s newsletter. Also included is a look at how bank reconciliations still play an important part of your financial health.  Find … Continue reading →

As the tax filing season gets underway, now is a great time to review some tips to help ensure your tax return is processed without a delay. Also included are reminders of some surprising tax situations this year because of … Continue reading →

Happy New Year! The new year begins with more stimulus payments and other financial assistance courtesy of the latest COVID relief legislation. Read about how the new bill affects your tax and financial outlook. Common New Year’s resolutions are to … Continue reading →

Working from a home office has become a reality for many of us this year. But what, exactly, are the rules to be able to deduct your home office expenses on your tax return? Read about some ideas to help … Continue reading →

With all the talk during the pandemic to save money, it is possible to go too far. Included here are some ideas to make sure this does not happen to you. The Social Security Administration recently announced its 2021 cost … Continue reading →

Does your monthly income seem a little higher than normal? If so, that may actually be a sign of trouble ahead. Find out how a tax trap could be lurking in your paycheck. Also read about your options for what … Continue reading →