Posts Tagged ‘taxes’
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Stop Giving Free Loans: Why You Need To Review Your W-4
This article was originally published on Forbes on June 17th, 2018. If you receive an employee paycheck from your company—physical or direct deposit—you might be wondering how your company magically knows how much tax to withhold. Here’s a secret—they are guessing (estimating, really), and you might need to double check to make sure they’re right.…
Read MoreTax-Related Identity Theft – What Is It and What to Do About It
What Is Tax-Related Identity Theft? Tax-related identity theft occurs when someone uses your personal information such as your Social Security number to file early in the tax season in the hopes of receiving a fraudulent refund. Often times, you will be unaware this has occurred until you file your tax return. The IRS will alert…
Read MoreFive tips for year-end tax planning
In my CNBC article, Five Tips for Year-End Tax Planning, I focus on some of the not-so-obvious things you should consider to reduce your taxes before we say goodbye to 2013. As an investment advisor and financial planner, this is the same type of financial advice I give to my clients. The good news about…
Read MoreRising Tax Bills Are On The Way: 8 Ways to Reduce Yours
2012 is going to be a busy year. Not only because of the presidential election but also because by the end of the year it’s likely that many Americans will face higher tax bills. Why the higher taxes? Well, part of it is due to the expiring Bush tax cuts and the other part to…
Read More2nd Home Mortgage Deductibility – Which States Will Feel the Loss?
If congress ever comes to a consensus on debt reduction, or even a revamp of the tax code, there are some deductions that are likely to disappear; and right after the deduction for private jets, is the mortgage deduction for second homes. Congress left the deduction of mortgage interest unscathed back in 1986 when they…
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