Sep 3, 2026 | Uncategorized
We are now entering the last quarter of 2026. Hard to believe the summer is quickly becoming a memory. Sept 15th is fast approaching – third quarter estimates are due Oct 15th – deadline for filing 2025 taxes with extensions filed Some changes for 2026...
Nov 10, 2025 | charities, donations, financial planning
There are several things to consider before year end that could have a positive impact on your tax obligation for 2025. These suggestions may be worth your review.Review and/or maximize the annual gift limit of $18,000.Review your investment portfolio for capital...
Jul 29, 2025 | financial planning, tax deduction, taxable income, taxes
The talk of the town this summer is the above bill. do you know the facts that could affect you when filing your 2025 returns? In some cases not so BIG or BEAUTIFUL! There is an additional senior (over 65) deduction of $6,000. per individual that phases out when your...
Nov 11, 2024 | donations, tax deduction, taxes
Each year the IRS reminds owners of traditional IRAs who are over 70-1/2 that they may make a charitable gift from these funds. This type of gift/donation is known as a qualified charitable distribution (QCD). For those age 73 and over the QCD may fulfill part or all...
