College Fund Tax Smart Ways to Save
Tax-favored ways to build up a college fund If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition. And other higher…
Social Security Tax Deferral – Questions?
Employers have questions and concerns about deferring employees’ Social Security taxes The IRS has provided guidance regarding the Social Security Tax deferment to employers regarding the recent presidential action to…
Should You File Taxes Separately or Jointly?
Reasons why married couples might want to file separate tax returns Married couples often wonder whether they should file joint or separate tax returns. The answer depends on your individual…
Tax Obligations of Your Side Gig
Do you have a side gig? Make sure you understand your tax obligations The number of people engaged in the “gig” or sharing economy has grown in recent years, according…
Is Your Filing Status Correct – Better Check
Is your filing status up to date? For tax purposes, December 31 means more than New Year’s Eve celebrations. It affects the filing status box that will be checked on…
Make a deductible IRA contribution for 2018. It’s not too late!
Roth or Not – Make Your IRA Contribution Soon. Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make…
Don’t Miss the 2018 Gift Tax Deadline
The 2018 gift tax return deadline is almost here Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine…
Donate appreciated stock for twice the tax benefits
Charitable contributions have been a long-standing tax strategy as long as you itemize and your gift qualifies. Did you know you can receive an additional tax benefit if you donate…
Teachers receive a well-deserved tax break
Teachers give so much to their students. They give them knowledge, fuel their imaginations, and encourage exploration into new subjects. And to best meet the needs of their students, it’s…
Having the Money Talk with Your Children
How much financial knowledge do they have? Provided by Dane A. Wilson, Wealth Management Advisor Some young adults manage to acquire a fair amount of financial literacy. In the classroom…