Dana Sippel, CFP®, CPA/PFS
New laws for 2018 tax returns resulted in only 8% of taxpayers itemizing their deductions 1. This means that the remaining 92% of Americans no longer receive any tax benefits…
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The 2017 Tax Act improved 529 plans, adding provisions that allow plan balances to be used to pay K-12 tuition. Prior to 2018, 529 funds could only be used to…
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The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions.…
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The biggest tax act in over 30 years was signed into law last December, and people are obviously focusing on the big changes to tax rates, deductions, and tax exemptions.…
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As the summer winds down, kids are returning to school, pockets overflowing with cash earned from summer jobs/internships. Is there an opportunity for these summer jobs to begin securing your…
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You’ve just celebrated your 65th birthday and you’re ready to claim your Social Security benefits. Not so fast! Although you have reached the traditional retirement age, you enjoy your work…
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