5 Year End Tax Essentials November 1, 2018  Mark your calendar to review these essential items each year to ensure you are not missing something that could cause tax trouble when you file your tax return: Required Minimum Distributions If you are 70½ or older, you...

Minimize Your Taxes Launch a Tax Strategy October 1, 2018  Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Assess Your Income. Begin by determining how...

  Tax Changes You Need to Know In Education September 24, 2018  As students gear up to head back to school, there are some changes to education deductions that could save or cost you more in taxes and even raise college tuition costs. Here is what you need to know to...

  Is a Tax Surprise Waiting for You? September 12, 2018  Often lost in the excitement of large-scale tax change is how they can negatively impact some individual situations. Check out the questions below to see if you might be in for a tax surprise this year. Will You...

  Record Keeping for Tax Purposes September 18, 2018  Tax law change can be good — but it can also be messy. Make sure you're keeping track of everything you need for the 2018 tax season (and beyond) using these pro-approved tips: 1. Create A Separate Bank Account For...

  Student Loan Forgiveness Creates New Tax Trap August 24, 2018  The Debt Forgiveness Program Dilemma To combat the hardship of high student loan debt, a popular new repayment option is the income-based repayment plan. These plans limit monthly payment amounts to a...

  Supreme Court Ruling Complicates Sales Tax August 1, 2018  The U.S. Supreme Court issued a ruling in the South Dakota vs Wayfair case that opens the door for states to impose sales tax on sellers outside their borders. The case highlights a new standard of business...

  Five Tax Breaks for New Parents July 12, 2018  New parents have their work cut out for them. Not only are they dealing with lost sleep, they also face the extra cost of raising a child. At least there are a lot of potential tax breaks available to them. Check out...

  Is It Worth It to Amend Your Return? July 26, 2018  Whether it makes sense to amend your return depends on which of these situations you're in: If You Owe the IRS If you discover an omission on your tax return that results in you owing additional tax, you need to...