by Stephanie Goulette | Jan 2, 2020
Home » Projects January Highlight: Understanding the Net Investment Income Tax If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax (also referred to as the unearned income Medicare...
by Stephanie Goulette | Dec 2, 2019
Home » Projects December Highlight: 2019 Year-End Planning Basics Timing of itemized deductions and the increased standard deduction Recent legislation substantially increased the standard deduction amounts and made significant changes to itemized deductions...
by Stephanie Goulette | Feb 4, 2019
Home » Taxes Am I Having Enough Withheld? If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during...
by Stephanie Goulette | Dec 31, 2018
Home » Projects » Page 3 Taxation of Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report...
by Stephanie Goulette | Nov 29, 2018
Home » Projects » Page 4 December Highlight A Checklist for Year-End Tax Planning Presented to you by Fred Burgess What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that...
