Key Takeaways Save yourself time with e-delivery of tax forms and documents Safeguard your personal information with electronic communications Help the environment by reducing paper forms […]

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Key Takeaways Understand the child tax credit changes for the 2019 tax year     Stay on top of the child tax credit requirements so you know how […]

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Key Takeaways A corrected 1099 might not mean a mistake, but rather an income reallocation File for an extension ahead of time if you think there’s […]

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Key Takeaways The IRS normally initiates contact via regular mail The IRS doesn’t demand immediate payment with no opportunity for appeal The IRS doesn’t threaten to […]

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Key Takeaways Income is taxed in stages according to different levels or “brackets” Know which tax bracket you fall into so you can plan accordingly Understand how […]

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Key Takeaways Itemizing deductions may not make sense for many taxpayers in light of the U.S. tax code changes  Learn how the tax code affects specific […]

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Key Takeaways Retirement accounts can be subject to tax penalties if rules aren’t followed carefully Learn some of the retirement account mistakes to avoid  Look to […]

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Key Takeaways Federal tax refunds averaged around $3,000 for the 2018 tax year Although “forced savings” can benefit some, many opt for bigger paychecks throughout the […]

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Key Takeaways The filing deadline for the 2019 tax year has been extended to July 15, 2020 There’s still time to get tax deductions for last […]

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Key Takeaways Consider a bucket strategy of saving, spending, and charity If you have high-interest debt, consider paying it down first It’s okay to invest in […]

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