Tag Archive for: withholdings
A Tax Planning Roadmap For Four Life Events
While taxes may not be on your mind while experiencing big life events such as marriage, buying a house, having children, and divorce, all four can impact tax planning by changing income, tax filing status and eligibility for various tax breaks.
How You Can Avoid A Tax Refund Shock Next Year
One way Americans can avoid being caught off guard next tax season is by conducting a thorough review of their tax return alongside a mid-year review of their income so far in 2023. Undergoing a mid-year assessment can help taxpayers estimate how much they will receive in tax refunds or what sort of balance they will owe next tax season.
Key Takeaways From Your 2022 Taxes
It can be tempting to put those tax documents away and not think about them again until next year. Before doing that, however, consider checking your returns one more time to see if there's anything that might save you money and make tax filing season easier next year. Here are five questions to ask yourself before you close the books on last year’s taxes.
How To Turn Stock Losses Into Tax Savings, And Other Ways To Trim Your Tax Bill
There’s not much you can do to stop interest rates from climbing or stocks from falling. Still, you may have more control than you realize when it comes to another financial pain point that can significantly impact your budget — your taxes. For several moves to consider to improve your chances of tax savings, CLICK ON THE HEADLINE
Have You Made These Year-End Tax Moves? Here’s How to Keep More of Your Money
It's already the second week of October so you may want to consider some tactical year-end tax moves to save money. CLICK ON THE HEADLINE FOR MORE
Tax Season Is Open. Warning: Pack Your Patience.
Should you need help navigating the tax changes, keep in mind that many IRS workers will still be catching up from a 35-day shutdown. So pack your patience. CLICK ON THE HEADLINE FOR MORE