WHAT'S NEW + BLOG
TAX TUESDAY – TAXES AND IRS LETTERS
In addition to your usual tax documents, you should be on the look out for two new letters from the IRS this year.
Finance …Wednesday! Holiday Edition – Gifts
Holiday gifts, are they taxable? Read to find out!
TAX TUESDAY – Build Back Better Act
The Build Back Better Act has passed in the House and is currently being debated in the Senate. Click to see highlights that we are closely monitoring.
MORE TAX MONDAY – End of Year Opportunities
With 2021 coming to an end, it’s important to make sure you are on track for the remainder of the year. Here are 10 financial items to remember for the new year.
TAX THURSDAY – Advance Child Tax Credit – Update and New Information
The Advance Child Tax Credit is a hot topic these days. If you are receiving payments, you will need to report the total amount you received on your 2021 tax return.
FINANCE FRIDAY – Umbrella Policy
When it rains, it pours. Do you need an umbrella policy on your insurance?
TAX TUESDAY – Common Misconceptions
Taxes are complicated, but you’re in the right place when it comes to navigating your unique tax situation. Read to see some common misconceptions on individual taxes.
FINANCE FRIDAY – Community Property
We have all heard the saying in marriage that “what’s yours is mine”, but is that true from a legal standpoint? Read more on community property here.
TAX TUESDAY – Home Office Deductions
Do you qualify for the home office deduction in 2021? Read more to see if you qualify and what expenses you can take for this deduction.
FINANCE FRIDAY – Retirement Accounts
When strategizing an IRA, there are different options to choose from, along with different tax consequences when you contribute and withdraw the funds. See more on retirement here!
