Know the Rules of Capital Gains & Dividends March 14,  2019   Capital Gains and Dividends are subject to a number of different tax rates. Because of this, know the rules can be a great way to cut your tax bill. Dividends For most taxpayers, qualifying dividends are...

Ten Tax Tips for Individuals March 6,  2019     1. Reduce Your Consumer Debt. The interest you pay on consumer debt is not deductible. Consider shifting consumer debt to a home-equity loan (where available and not to exceed $100,000) to maintain deductibility for the...

Federal Tax Return Exceptions Do you need to file a Federal tax return? March 4,  2019   One of the more common tax questions is whether you need to file a federal tax return this year. The answer is: it depends. But not filing a tax return when you should can cost...

Federal Tax Return Exceptions Do you need to file a Federal tax return? March 4,  2019   One of the more common tax questions is whether you need to file a federal tax return this year. The answer is: it depends. But not filing a tax return when you should can cost...

Reducing Filing Difficulties How to Manage Tax Documents February  4,  2019 The value of a tax return doesn't end on April 15. You will need to provide your return and some of the supporting documents to get a mortgage, apply for student loans and check the status of...

  Tax Tips for Individuals  January  30,  2019 Frequent tax law changes have made the tax code very complicated; only the informed taxpayer can take advantage of tax-cutting opportunities that remain. Here are some suggestions you should consider if you're interested...

  Tax Strategies for Homeowners January  22,  2019 Be aware that important tax consequences are often associated with some fairly common events involving your home. Here are some handy things to know. Home Purchase. When purchasing a home, you may pay a portion of the...

  Navigating the New Form 1040  January  11,  2019 We are here to help navigate the biggest tax overhaul in 30 years on a new Form 1040 with six new schedules. Now that the new Form 1040 is finalized, here are three main takeaways for this tax season:   The Main Form...

  Resolutions for a Faster Tax Refund January  7,  2019  As the tax filing season approaches, there are steps you can take now to speed up the filing process. The faster your return is filed, the faster you get your refund. Even if you end up owing money to the IRS,...

  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...