Sunset/Expires; Tomato/Tomahto
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What will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?
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Blog
Home Mortgage Interest Deduction
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In 2024, we have seen mortgage rates stay at a much higher level than in recent history. This can be disheartening for new and prospective homeowners, but here is a suggestion that can potentially help with affordability if you itemize your tax deductions on your yearly tax return.
Read MoreGiving Season – What Isn’t Tax Deductible
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Are all your donations deductible if you file an itemized tax return?
Read MoreHome Energy Credit
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The IRS has two home credits that can help you save money on your taxes when you make qualifying improvements.
Read MoreQualified Charitable Distribution
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What you need to know about Qualified Charitable Distributions?
Read MoreTax Rates, Brackets, and Exclusions, Oh My!
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New information on 2023 tax rates, brackets and exclusions.
Read MoreTax Perspective of a Down Market
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Although it can be difficult to wrap your mind around when you look at your investment statements, there is an upside to a down market.
Read MoreOnline Tax Accounts
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Friend or foe, technology is here to stay so let’s use it to our benefit!
Read More2021 Tax Filing Tidbits
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Filing season for the 2021 income tax year has begun. Here are some tax tidbits for you.
Read MoreBackdoor Roth IRA
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Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreBe Intentional About the Future
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Estate plans can pose some tax issues if not thoroughly thought through. Here are some tips on how to be intentional about the future.
Read MoreLooking Ahead to 2021
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Looking ahead to this year, we will see tax law intended to continue to help boost the economy, face the economic effects of the pandemic, all while targeting the low end of the income scale.
Read MoreThe Beat Goes On
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As time keeps marching forward and the coronavirus continues to affect families, local communities, global economies, and tax legislation, our firm remains committed to serving client tax needs.
Read MorePlan Now to Make Tax Time Easier
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Here are four suggestions that will help you prepare for this year’s tax return.
Read MoreWhat’s Important?
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As COVID-19 continues to affect local communities and global economies, you may be wondering how recently passed legislation impacts you.
Read MoreIn the Spirit of Giving
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Are you donating for the purpose of tax deductions or in the spirit of giving?
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