by admin | Nov 28, 2025 | Miscellaneous
Great time to leverage tax ideas Each year there’s typically an open enrollment for many benefit programs from your employer. Here are some tips to consider. Leverage employer contributions Employers that offer retirement plans like 401(k)s, 403(b)s, and 457s...
by admin | Aug 1, 2025 | Miscellaneous
As required by law, in every Form 1040 instruction booklet there’s a section that shows where our federal government gets its money and where it is spent. As taxpayers it makes sense to know this information. Here is the data for the government’s fiscal...
by admin | Jul 4, 2025 | Miscellaneous
If you use an installment sale to help sell property, you can benefit from tax deferral and possibly lower your overall tax bill. But you need to watch out for certain tax traps if you do. Installment sale defined Generally, you create an installment sale when you...
by admin | Jun 20, 2025 | Miscellaneous
SSN theft is still a major problem! With the dramatic increase in identity theft, now is a great time to remind yourself of the basics to reduce the risk of having your Social Security number (SSN) stolen. Here are some ideas. Do not carry your Social Security card...
by admin | Apr 11, 2025 | Miscellaneous
Now is the time to pay your taxes AND make your estimated tax payment. Both your individual tax return AND first quarter estimated tax payment are due. Here is what you need to know. First quarter due date: Tuesday, April 15, 2025 The estimated tax payment rule You...
by admin | Apr 4, 2025 | Miscellaneous
Understand the options and costs As the payment alternatives continue to evolve in the economy, so too are the payment options available to you to pay your tax bill. Here is what’s available to you this tax filing season along with each option’s related...
