New Year, New Tax Implications
It’s a brand new year and new tax laws were signed into law over the holidays, but one thing to keep in mind is that for the vast majority of taxpayers, the new tax laws do not affect their 2017 taxes...
View ArticleIntuit’s TurboTax Live Brings the Tax Expert To You
It’s tax time and for many people, doing your taxes can feel overwhelming. With those with life changes that might cause you pause, it may feel safer to just “throw money at the problem” and let a...
View ArticleWhat the Finance: It’s Tax Time
Tax time can be daunting for some, especially with phrases that just don’t make any sense like 1099 and Roth IRA. Here’s a quick cheat sheet on key tax terms you might need to know! Click to view...
View ArticleWTFinance: Tax Reform for Millennials
Tax reform — it’s a term we have all heard a lot recently, but many of us may not know what it actually means. Here is the one sentence summary — The Tax Cuts and Jobs Act (TCJA) was signed into law...
View ArticleWhat to Know About Filing Your Taxes
Financial responsibility is usually optional. If you don’t want to track your spending or follow a budget, no one will say a word. If you don’t want to save for your goals or contribute to a retirement...
View Article5 Ways to Optimize Your Tax Refund
With tax day right around the corner, you may be wondering how best to use your tax refund. The average refund, according to the latest IRS data, comes in at $2,873—a good chunk of money that could...
View Article8 Easy Tips to Maximize Your Tax Benefits Before the Year
Now is the perfect time to be thinking about taxes. Why? Because there is still plenty of time for you to make some adjustments before the end of the year either during the evenings or over the weekend...
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Tax Cuts and Jobs Act Explained (How Trump’s Tax Plan Affects You)
The Tax Cuts and Jobs Act of 2017 (also known as the “Trump Tax Cuts” or “GOP Tax Plan”) is the most significant piece of tax legislation in decades—which has made it the subject of many questions and...
View Article4 Ways to Pay Your Taxes With a Credit Card
This time of year, most of us located in the United States are either in the process of preparing our tax documents, working on our tax return or talking with our accountant. Or, if you’re really on...
View Article3 Reasons to Set Up a Donor-Advised Fund to Maximize Your Charitable Tax...
Using donor-advised funds is a more advanced tax strategy that has gotten more popular recently with the introduction of the Tax Cuts and Jobs Act (TCJA) in February 2020. The TCJA nearly doubled the...
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