Great Tax Tips to Start the New Year

2024-03-05T17:47:52-05:00December 29th, 2023|Taxes|

The old year is ending and the new one is about to start. Here are some tax tips to get you going into the new year with a brighter tax future on your horizon. 1. Review beneficiaries. Now is the time to review beneficiaries in all your retirement accounts and insurance policies. While it might [...]

Babies and Children, Tax Tips Everyone Should Know

2024-03-05T17:52:37-05:00December 22nd, 2023|Taxes|

For parents, challenges come from every direction – feeding times, car seats, sleep schedules, strollers, child care and of course ... taxes. What most parents do not consider is that these bundles of joy complicate their tax situation! Whether you are a parent, grandparent, or know someone who is expecting, here are some tax [...]

Plan Your 2024 Retirement Contributions

2024-03-05T18:01:43-05:00December 8th, 2023|Taxes|

As part of your planning for next year, now is the time to review funding your retirement accounts in 2024. Recent cost of living calculations means much higher contribution limits for next year. Plus the higher income phaseouts for eligibility will make many more taxpayers eligible for fully-deductible contributions. So plan now to take [...]

New 1099-K Requirements Delayed

2024-03-05T18:59:58-05:00December 1st, 2023|Taxes|

In the fourth move in three years, the IRS in late November changed the reporting requirements for Form 1099-K. So why should you care? Well pay attention if you’ve ever sold anything on Amazon or eBay, have ever sold tickets to sporting events or concerts, or received money from payment apps like Venmo. Background [...]

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