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Entries by fiducial

DON’T OVERLOOK TAX CREDITS

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November 15, 2018

Article Highlights: Non-refundable vs. Refundable Credit Childcare Credit Earned Income...

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YEAR-END TAX PLANNING: HAVE YOU EVER THOUGHT ABOUT PRE-PAYING YOUR STATE INCOME AND PROPERTY TAXES?

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November 14, 2018

Doing so may save you tax if you are able...

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MEALS & ENTERTAINMENT EXPENSES POST TAX REFORM

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November 13, 2018

Tax reform imposed limitations on food, beverage and entertainment expenses....

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EXPECTING YOUR TAXABLE INCOME TO BE LOW THIS YEAR? YOU CAN TAKE ADVANTAGE OF IT

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November 13, 2018

Article Highlights: Adjusted Gross Income Taxable Income Graduated Individual Tax...

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ARE YOU PAYING OUTSTANDING MEDICAL OR DENTAL BILLS AT YEAR-END?

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November 9, 2018

Taxpayers who are able to itemize their deductions can deduct...

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THINKING OF TAPPING YOUR RETIREMENT FUNDS EARLY? WHAT YOU NEED TO KNOW

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November 8, 2018

Article Highlights: Tapping Retirement Funds Taxability Traditional IRAs Roth IRAs...

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LEGITIMATE TAX-DEDUCTIBLE CHARITY OR SCAM?

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November 6, 2018

Articles Highlights: Holiday Giving Scammers and How to Avoid Them...

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YEAR-END TAX PLANNING IS NOT BUSINESS AS USUAL; THINGS YOU NEED TO KNOW

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November 1, 2018

Article Highlights: Major Tax Changes in 2018 Refund or Tax...

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TAX-ADVANTAGED COLLEGE SAVINGS

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October 30, 2018

Overview Section 529 Plans (named after the section of the...

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PRIORITIZING AND MAXIMIZING RETIREMENT SAVINGS – SOCIAL SECURITY ALONE WON’T BE ENOUGH

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October 29, 2018

Article Highlights Social Security Traditional IRA Roth IRA Spousal IRA...

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