Filing your taxes is never fun. Whether you are working with a tax professional or preparing your tax returns on your own, getting your tax documents pulled together can be stressful. This checklist covers the key issues to consider when preparing to file your tax return, such as: Documents … [Read more...]
Documents for 2023 Tax Returns
Tax Filing Season Has Started
The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. Tips for making filing easier To speed refunds and help with tax filing, the IRS suggests the following: Make sure you have received Form W-2 and other earnings … [Read more...]
RMD Considerations
The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the risk of throwing a wrench in your financial plans. It doesn’t have to be that way. This checklist covers important factors you need to know when reviewing your RMDs: What Issues Should I … [Read more...]
Year-End Considerations
What Issues Should I Consider Before the End of the Year? Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, we have a checklist that outlines 18 time-sensitive considerations to guide your end-of-year review and tee … [Read more...]
Tis the Season
...for Tax-Friendly Giving Strategies You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax breaks could potentially … [Read more...]