by Christina Minton | Aug 2, 2021 | Planning
Ten ideas to maximize the benefits of your investments Mutual funds benefit from the long-standing belief that they allow investors to diversify their holdings without buying individual stocks. But to the unwary investor, tax surprises are abound. From a tax planning...
by Christina Minton | Jul 19, 2021 | Your Income
Are you withholding enough for your taxes? As we enter mid-year, it’s a good time to check your tax withholdings to ensure you haven’t been paying too much or too little. This is especially true if your income was impacted by the pandemic or you have a...
by Christina Minton | Jul 12, 2021 | Planning
Good idea? …not so much 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 contribution. Now you want to take some of this money out in the form of a loan...
by Christina Minton | Jul 5, 2021 | The Audit
Don’t get caught by the nanny tax This often overlooked bookkeeping and payroll tax requirement can cause a tangle of tax problems if not handled correctly. Could you be impacted? This is what you need to know. Nanny tax explained In an effort to capture income...
by Christina Minton | Jun 28, 2021 | Whats New
What everyone should know The American Rescue plan signed in March, 2021 requires the IRS to pay out ½ of enhanced Child Tax Credits (CTC) to eligible taxpayers beginning this month. A tall order, and one filled with land mines. If you have children or know of anyone...
