by admin | Jun 12, 2026 | Retirement
Plus: Trump Account ALERT! Although you won’t become eligible for Social Security until your 60s, there’s a lot you can do to prepare before then. Here’s a rundown of steps you can take during each decade of your life: In your 20s: If you’re like a lot of people,...
by admin | Jun 5, 2026 | Planning
Now is the time to make your estimated tax payment If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The second quarter due date is now here. Due date: Monday, June 15, 2026...
by admin | May 29, 2026 | The Audit
Each year, the IRS audits over 1 million tax returns. With agency resources shrinking, the IRS is more selective when choosing which tax returns to audit. Knowing what the IRS is looking for can help you understand and reduce your audit risk. Here are five of the...
by admin | May 22, 2026 | Planning
Action to take now! Now is a good time to assess your current situation and address any lingering tax moves that may improve your tax picture for 2026. Here are five things to consider: 1. Check your withholdings. Review your taxable income and the amount of tax...
by admin | May 15, 2026 | Planning
Excess gift giving could cause a tax surprise In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year. Amounts in excess of this limit...
