Tag: Tax

Key Financial Advice: Be Thankful for What You Have and Give Back

We all know that it’s important to be thankful for the things in life that we have – family, friends, health, memories, etc. But, especially...

5 Tax Preparation Rules to Follow so You Don’t Get Ripped Off

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Take Action – Tax & Investment To-Dos Before Year End

The end of the year is full of holiday cheer and the excitement of a fresh start, but don’t look forward too quickly. There are...

Tax Loss Harvesting

If your stock portfolio is down this year, its not all bad news.  Investors can deduct up to -$3000 of losses against their income each year....

What to do After Tax Season is Over

Tax season is behind me…what do I do to prepare better for next year?  Managing tax liabilities starts with the understanding that taxes are inevitable...

How to Make Tax Preparation More Bearable

It’s that time of year – tax preparation is in full swing!  I’m sure some of you dread this time of year, but I’ve got...

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