Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own…Read more
In 2020, the government gave taxpayers an automatic six-month extension due to the coronavirus. Individuals who were affected by the damaging wildfires were also given…Read more
Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late…Read more
While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems…Read more
Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet,…Read more
By the last third of the calendar year, you’re likely to have a pretty good idea of what your annual income will be and whether…Read more
With the CARES Act providing new relief for RMD rollover, many people are looking to take advantage of the ability to roll their required minimum…Read more
Nothing in life is certain except death and taxes. — Benjamin Franklin That saying still rings true roughly 300 years after the former statesman coined it….Read more
You just finished your taxes, but it’s not too early to make plans for next year. It’s important that as you build your plan, you…Read more
As you know, lowering your tax bill involves careful planning. In fact, there’s hardly an aspect of your financial situation—savings, education, real estate, investments, retirement…Read more
