Tax Tips


Take Advantage of Your Tax Return to Develop a Financial Plan
 

Take Advantage of Your Tax Return to Develop a Financial Plan

Posted: April 12, 2019
While many Americans may be eager to put away their financial records, now is the perfect time to plan for the future. Instead of filing your tax return and forgetting it, here's a way to develop a plan that will put you in a path to reach your financial goals.

11 Tips to Consider Regarding Your Estimated Taxes
 

11 Tips to Consider Regarding Your Estimated Taxes

Posted: April 9, 2019
Alas, you may need to pay estimated taxes to the IRS and one or more states during the year if you have income that is not subject to withholding. Here are 11 points to consider regarding your estimated taxes if you need to pay them and how to pay them.

5 Myths About Tax Refunds
 

5 Myths About Tax Refunds

Posted: April 8, 2019
While there’s no secret way for taxpayers to find out when their refund will be issued, there are some key facts that can help people understand the refund process. Here are five common myths about tax refunds.

Changes to Work-Related Deductions
 

Changes to Work-Related Deductions

Posted: March 15, 2019
There are often costs associated with doing your job, but which ones can you deduct on your tax returns? The Tax Cuts and Jobs Act made some changes to work-related deductions that you should know.

Is Now the Time for a Roth Conversion?
 

Is Now the Time for a Roth Conversion?

Posted: March 14, 2019
Have you considered converting a traditional individual retirement account to a Roth IRA but weren’t sure if it was the right step? Here are some of the issues you should consider.