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Planning

05 Apr Reminder. 1st Quarter Estimated Taxes are Due

Posted at 11:56h in Planning by Karen Dolan

If you have not already done so, now is the time to review your tax situation and make a 2016 estimated quarterly tax payment using Form 1040-ES. The first quarter due date is now here. Normal due date: April 15th (2016: The due date is Monday...

12 Mar Supplement Your Retirement Outside Retirement Savings Accounts Five great ideas Category: Retirement

Posted at 12:39h in Planning by Karen Dolan

The tax code is very specific in helping you save for retirement through use of IRA’s, 401(k)’s, 403(b)’s, and benefit accounts. However, there are other tax savings to be had if you know where to look. Here are some tax-advantaged ways to earn more during...

13 Feb Do You Need to File a Tax Return? Getting this wrong can cost you

Posted at 12:09h in Planning by Karen Dolan

One of the more common tax questions is whether you need to file a tax return this year. The answer is: It all depends. Here are some quick tips to help you determine your answer. Income If your gross income is less than the sum of your...

01 Jan The Lost Art of Tracking Home Improvements How a tax law makes us sloppy and creates a tax risk

Posted at 19:06h in Planning by Karen Dolan

One of the more popular provisions in the tax code is the $250,000 capital gain exclusion ($500,000 for a married couple) of any profit made when selling your home. As long as you follow the rules, most home sales transactions are not a taxable event. But...

21 Nov Take a Look at Last Year A quick review of last year’s tax return can reduce surprises

Posted at 20:32h in Planning by Karen Dolan

As the year winds down, what can you do to minimize surprises at tax time? Often a simple answer can be found in last year’s tax return. So pull out the file, grab your favorite beverage, and spend a moment or two with your old...