by Christina Minton | Dec 25, 2023 | Deductions
Especially parents, grandparents and relatives For parents, challenges come from every direction – feeding times, car seats, sleep schedules, strollers, child care and of course … taxes. What most parents do not consider is that these bundles of joy complicate...
by Christina Minton | Dec 18, 2023 | Miscellaneous
Here is how you can find out… There are multiple situations where you need to find out what the IRS knows about you. It could be for the purpose of obtaining a loan, filing past year tax returns, or simply getting a copy of tax records for your files. A great...
by Christina Minton | Dec 11, 2023 | Planning
As part of your planning for next year, now is the time to review funding your retirement accounts in 2024. Recent cost of living calculations means much higher contribution limits for next year. Plus the higher income phaseouts for eligibility will make many more...
by Christina Minton | Dec 4, 2023 | Whats New
You will be surprised how many are impacted In the fourth move in three years, the IRS in late November changed the reporting requirements for Form 1099-K. So why should you care? Well pay attention if you’ve ever sold anything on Amazon or eBay, have ever sold...
by Christina Minton | Nov 27, 2023 | Miscellaneous
When to know to conduct a tax review Here are some tips that should trigger you to conduct a full tax planning session to ensure your tax bill next year is not higher than it needs to be. 1. You owed tax last year. If you have not adjusted your withholdings, you could...
