Sep 4, 2019 | financial planning, tax deduction, taxes
Did you owe an additional amount for taxes when filing for 2018? OR Get a refund that was larger or smaller than expected? OR Have had life changes this year such as marriage, child birth, buying home or income changes NOW IS THE TIME TO CHECK YOUR Y.T.D. PAYROLL...
Oct 23, 2018 | charities, financial planning, tax deduction, taxes
Much has been stated about all the tax changes for 2018. Now is the time to visit your individual tax concerns. DON”T wait until Dec. 31st. PREPARE NOW. You should have concerns about the new tax law and how it will affect you. Some will be pleasantly surprised;...
Jul 10, 2018 | charities, financial planning, tax deduction, taxable income, taxes
Now that the 2017 tax season and filings (not those on extensions)are behind us it is time to be concerned about THIS year and what the changes really mean to you and your family. The first big question/questions this year are “What Can I Still Deduct” and...
Jan 12, 2018 | charities, donations, financial planning, tax deduction, taxable income, taxes
The recently passed ACT is the most sweeping tax legislation since 1986. I will attempt to summarize some of the features that I believe may impact you and your taxes in the years ahead. The provisions that affect individuals are temporary until 2026; those affecting...
Aug 23, 2017 | donations, financial planning, tax deduction, taxes
If there a college student or perhaps several college students in your future an upcoming change in the Ohio program may be of interest. Anyone can benefit from contributing to this program as long as you have a beneficiary listed when setting up the account. There is...
Jun 1, 2017 | financial planning, taxes
Required Minimum Distributions are meant to reduce your funds in a timely manner and to fulfill your obligation of paying taxes on your deferred investment. Good planning and healthy stock market returns can leave you with a substantial balance in your account for...
