RSS Feed Take a look at our recent blog posts and client newsletter articles. en-us Wed, 01 Sep 2021 09:00:00 -0500 Wed, 01 Sep 2021 09:00:00 -0500 What Is a Designated Roth Account? If you are a high-income earner who participates in a 401(k), 403(b), or governmental 457(b) retirement plan that has a designated Roth account, making contributions to that account could be a smart move. Wed, 01 Sep 2021 09:00:00 -0500 Verifying Your Identity When Calling the IRS If you need to contact the IRS, you will be asked to verify your identity. Here's what you need to know before you call. Wed, 01 Sep 2021 09:00:00 -0500 Tax Rules for Divorce and Alimony Payments Tax rules regarding divorce and separation can and do change - as they recently did under tax reform - and the last thing on anyone's mind during a divorce or separation is its effect on their tax situation. Wed, 01 Sep 2021 09:00:00 -0500 Tax Relief for Those Affected by Natural Disasters Tax relief may be available if you've been affected by a natural disaster this year, but only if you meet certain conditions. Wed, 01 Sep 2021 09:00:00 -0500 Six Things To Know Before You Start a Business Starting your own business is an exciting prospect, but there is more to it than simply writing a business plan. Wed, 01 Sep 2021 09:00:00 -0500 Which Educator Expenses Are Tax Deductible? Teachers and other educators should remember that they can deduct certain unreimbursed expenses such as classroom supplies, training, and travel on their tax returns to reduce the amount of tax owed. Sun, 01 Aug 2021 09:00:00 -0500 Retirement Plan Options for Small Businesses Employer-sponsored retirement plans are a key component of retirement savings. If you're like many small business owners in the United States, you may be considering the various retirement plan options available for your company. Sun, 01 Aug 2021 09:00:00 -0500 Opting Out of the Monthly Child Tax Credit Payment While many families will benefit from the extra money deposited into their bank accounts, some may want to opt out and instead take the Child Tax Credit when they file their tax return next spring. Sun, 01 Aug 2021 09:00:00 -0500 Minimizing Capital Gains Tax on Sale of a Home Learn how to avoid capital gains tax and why home improvements that qualify for the residential energy property credit can make a difference when selling your home. Sun, 01 Aug 2021 09:00:00 -0500 Key Tax Changes Could Affect Your Tax Situation in 2021 Key tax provisions in the American Rescue Plan Act of 2021 could affect your tax situation. Here's what you need to know. Sun, 01 Aug 2021 09:00:00 -0500 Property Lien Scam Thu, 26 Sep 2019 09:00:00 -0500 Summertime IRS Tax Tips Wed, 10 Jul 2019 09:00:00 -0500 Tax Reform Changes Wed, 20 Mar 2019 09:00:00 -0500 Check your paychecks Fri, 15 Mar 2019 09:00:00 -0500 Choosing tax preparers Wed, 13 Mar 2019 09:00:00 -0500 Avoiding phone scams this tax season Fri, 08 Mar 2019 09:00:00 -0600 How a name change affects your tax return Thu, 07 Mar 2019 09:00:00 -0600 Be prepared before contacting the IRS Wed, 06 Mar 2019 09:00:00 -0600 Taxpayers who turned 70 1/2 during 2018 must begin receiving retirement plan payments Tue, 05 Mar 2019 09:00:00 -0600 Taxpayer tips to minimize data theft Mon, 04 Mar 2019 09:00:00 -0600 Checking your refund status Mon, 04 Mar 2019 09:00:00 -0600 Tax Help Thu, 31 Jan 2019 09:00:00 -0600 IRS Waives Estimated Tax Penalty Fri, 18 Jan 2019 09:00:00 -0600 Form 1099-G Available for Tax Preparation Wed, 09 Jan 2019 09:00:00 -0600 Tue, 08 Jan 2019 09:00:00 -0600 New Limits for Important Things Fri, 04 Jan 2019 09:00:00 -0600 Thank you! Fri, 28 Dec 2018 09:00:00 -0600 Determining Who Qualifies ... Part 2 Now that we?ve determined what qualifies a child to be your qualifying child, let?s look at the four part test that determines who is a qualifying relative Mon, 27 Feb 2017 09:00:00 -0600 Determining Who Qualifies as a Dependent .... Part 1 of 2 Mon, 16 Jan 2017 09:00:00 -0600 Loan or Gift? Is this a loan or a gift? - The question every taxpayer must ask themselves before parting with a portion of their well-earned cash to a friend, relative, or that random hobo off the street. Tue, 06 Dec 2016 09:00:00 -0600