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 | Jun 16, 2025 | Uncategorized
Understand the options and costs Your tax bill has come and gone with you still owing money because you’re a little strapped for cash. Or maybe you’re considering alternative payment options for your upcoming quarterly estimated tax payment. There’s...
by Christina Minton | Dec 30, 2024 | Uncategorized
PLUS: Small Business Judicial ALERT The beginning of each year is a great time to start next year’s tax planning. One area to help reduce your tax obligation, that benefits from an early in the year start, is leveraging your kids to the fullest using the kiddie...
by Christina Minton | Dec 16, 2024 | Uncategorized
Each year the IRS publishes the top dozen tax scams it encounters over the prior year. One of them that makes an all too common appearance on their list is the phishing scam. Here is what you need to know. Phishing requires bait Phishing is the act of creating a fake...
by Christina Minton | Jul 1, 2024 | Uncategorized
Don’t let them happen to you! Every year taxpayers are hit with tax surprises that could be avoided if they just knew the rules. Here are five big ones that are easy to avoid with some simple planning. Mistake #1. Withholding too little. This results in a tax...
by Christina Minton | Jun 10, 2024 | Uncategorized
For most taxpayers, you have until April 15th of the following year to contribute up to $7,000 ($8,000 if age 50 or over) into a Traditional IRA or a Roth IRA. Is an IRA an option worth considering for you? If so, which is better? Traditional IRA A Traditional IRA is...