Jun 7, 2022 | financial planning, tax deduction, taxable income, taxes
Did you know that you can invest up to $10,000. individually annually at the current rate of 9.65%? This rate has been established thru October 2022. The bonds have an annual rate consisting of a fixed rate and a semi-annual inflation rate.These funds are a low risk...
Sep 7, 2021 | charities, donations, tax deduction, taxes
Now is the time to review your tax situation for this year. Will you be able to take advantage of the updated laws to date and/or get more money for tax credits in 2021? UNDER NEW AND UPDATED TAX LAWS FOR 2021: A charitable contribution is available for those using...
Jan 25, 2021 | charities, donations, tax deduction, taxable income, taxes
Ti’s the season for tax returns. Most of us have experienced unusual social conditions this past year. One thing has NOT changed. As of today our returns will be due April 15th THIS YEAR. This date may change since I am not aloud to e-file until February 2. The...
Sep 19, 2020 | charities, donations, nonprofits, tax deduction, taxes
This year has been both interesting and difficult for all of us. Everyday it seems we need to address another issue in our lives or the lives of our friends/neighbors both near and far away. We all have concerns. What will happen to our children? Will they be prepared...
Jan 24, 2020 | financial planning, tax deduction, taxes
The new tax seasons begins Monday, January 27, 2020. I am listing changes that may affect you this filing season. Please review and call me if you have further questions regarding these changes. There is ALWAYS something new or changing at the IRS. Obamacare –...
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...
