by Kim Hall | Mar 7, 2023 | Financial Planning, Taxes
It’s tax season – sorry, not a fun subject, we know. But we couldn’t resist this tax-themed trivia question that is a sure sign of the times. What percent of 2021 tax returns were “e-filed” (or filed online, as opposed to on paper)? Click your...
by Kay Dee Cole | Dec 5, 2022 | Taxes
The last weeks of the year are jam-packed with familial obligations and holiday festivities. But in between the eggnog and gift-wrapping, it’s important to make room for your financial planning. Tax planning and financial planning go hand in hand. When you combine...
by Kim Hall | Apr 21, 2022 | Taxes
When it comes to saving on your taxes, there are many long-term and short-term strategies you can use to reduce your next tax bill, and optimize your taxes for years to come. While the best way to approach your tax-saving solution is to consult with a financial...
by Kay Dee Cole | Feb 3, 2021 | Taxes, Tips for Saving
Tax policy changes often, leaving many wondering: How does that affect me? What can I do? What does savings have to do with it? But trying to predict what may happen to your future taxes and savings is a lesson in spinning plates – you never know what plates drop...
by Kay Dee Cole | Feb 2, 2016 | Taxes
Most of the tax document mailings you will receive over the next few months fall within the 1099 series of forms. Many of them are used to report payments or transaction to the IRS and need to be filed with your tax return. Be sure to have the forms on hand when you...
by Kay Dee Cole | Mar 20, 2015 | Taxes
Ask many Americans about their experience with tax time and they are likely to describe lots of paperwork, confusing rules, and late nights on their computer. But it doesn’t have to be that way! Getting organized now – instead of waiting until the days before...
