As we step into the new year, it’s crucial for taxpayers and investors to be aware of the latest updates from the Internal Revenue Service (IRS).
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable. Double Your Savings Perhaps you’d like to use your tax refund to start an education […]
Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also comes with unique challenges, especially when it comes to how to handle taxes. Whether you’re running your own business or thinking about starting one, you’ll want to be aware of […]
It’s that time of the year to take a good look at your investment portfolio and evaluate what went right and what went wrong during the past twelve months. If you’re like most investors, you will have both winners and losers. The good news is that, through tax-loss harvesting, you can turn losing positions into […]
The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations. 1. Choose your charities wisely Choosing worthy organizations that support the causes […]