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Taxes

Good News You Can Actually Use!

by Carolyn Walder

“Your choices of action may be limited—but your choices of thought are not.”  

—Esther Hicks, Motivational Speaker and Author

The SECURE Act … What does that mean?

by Diana J. Batchelor

Congress passed some meaningful and significantly impactful tax legislation as it recessed for the holidays in 2019. In one of the new laws, passed on December 19, you will find the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).

It’s a New Year, a New Decade … Are Your Finances Ready?

by Carolyn Walder

Many folks have probably read some version of the “2019 Year-End Checklist” that you need to consider for your finances. Well, this blog is going to take that one step further! While it is good to review these checklists to see if you have done what you wanted to accomplish this past year, it is much more helpful to start off the new year examining what you want to accomplish in the New Year so you have time to plan and schedule these events instead of frantically running around at the holidays! Here are some areas that you should consider …

Don’t Let the Tax Tail Wag the Divorce Dog

by Bonnie A. Sewell, CFP®, CDFA™, AIF®

Check Withholdings ...

by Diana Batchelor

Things to Consider for Your “To Do by December 31st” List

By Carolyn T. Walder

2016 Tax Breaks – Part 3

By Diana J. Batchelor

This third and final blog in the 2016 Tax Breaks series discusses qualified charitable distributions (QCDs) from individual retirement accounts, in which was made permanent in year-end legislation, the Protecting Americans from Tax Hikes Act of 2015. Because the QCD is now permanent, it is important to review the rules.

2016 Tax Breaks – Part 2

By Diana J. Batchelor

To follow our previous blog, 2016 Tax Breaks, about the tax breaks made permanent, this blog discusses the tax breaks that have a time horizon of 2016 or 2017. All of the tax breaks referenced were passed by Congress in late December with the Protecting Americans from Tax Hikes Act of 2015.

2016 Tax Breaks

By Diana J. Batchelor

Now that we are past the 2015 tax season, let’s look at the permanent tax breaks in the Protecting Americans from Tax Hikes Act of 2015 that Congress passed in late December and will be in effect beginning with the 2016 tax year.

Tax Countdown – Deadline Is April 15

By Diana Batchelor

Remember, there is no extra day this year for the “holiday” celebrated in D.C.: tax returns are due on April 15. You may think that you do not have to file a tax return, or file it on time, because of your particular situation.

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