by Christina Minton | Nov 17, 2025 | Planning, Uncategorized
Review this tip before you act! For years you have put away money from your pay into your employer-provided 401(k) retirement savings account. Your employer may have even matched 50% of your contributions or contributed 3% of your pay to the account as part of a safe...
by Christina Minton | Nov 10, 2025 | Planning
There’s still time to act At the end of each year there are a number of things to consider that may have a positive impact on your tax obligation. Here is a list of ideas that may be worth a quick review while there is still time. And especially this year with...
by Christina Minton | Oct 20, 2025 | Planning
Itemizing deductions may be back for you With the passage of the One Big Beautiful Bill Act (OBBB Act) many who took a standard deduction may now need to consider a potential change to itemizing. If this could be you, it is better to know this now, when you can still...
by Christina Minton | Sep 29, 2025 | Planning
Know when you should ask for professional help. Before taking action, talk to your tax adviser. How many times have you seen this legal disclaimer? Unfortunately, all too often taxpayers do not follow this advice and then must pay the price with an unnecessarily high...
by Christina Minton | Sep 15, 2025 | Planning
Ideas to manage your tax breaks With kids now back in college, the fact of higher educational costs is impossible to ignore. As you or your child navigate campus, you are now in position to start navigating the possible tax implications of your new-found college...
by Christina Minton | Sep 8, 2025 | 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. With the passage of the One Big Beautiful Bill Act (OBBBA), forecasting...
