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1204, 2019

Minimize Taxation on Social Security Income

By |April 12th, 2019|Tax|

Minimize Taxation on Social Security Income Many retirees find out the hard way that social security income is taxable. But there are ways that you can minimize taxation on social security income. In this article, we will go over 5 ways to minimize such taxation. Keep Income Below Thresholds Social security income only becomes taxable if your income goes over certain thresholds. The calculation of income is the total of your adjusted gross income, [...]

103, 2019

2018 Last Minute Tax Moves

By |March 1st, 2019|Tax|

2018 Last Minute Tax Moves If the 2018 tax changes left you owing more than you thought you would, all hope is not yet lost. There are still some 2018 last minute tax moves available to you. In this article, we will go over three strategies that might help you save. 1. Contribute to a Traditional IRA You can make contributions to your IRA as late as April 15, 2019 and still have them count [...]

1201, 2019

Tax Deductions You Can No Longer Count On

By |January 12th, 2019|Tax|

Tax Deductions You Can No Longer Count On The Tax Cuts and Jobs Act of 2017 enacted changed that start to take effect this tax season. Some of these changes are that there are tax deductions that you can no longer take advantage of. In this article, we are going to go over the tax deductions that are going away. Personal and Dependent Exemptions Personal and dependent exemptions used to allow you to reduce your [...]

1512, 2018

Preparing for Your 2018 Tax Return

By |December 15th, 2018|Tax|

2018 Tax Return The 2018 tax return changes have many people concerned. But the more prepared you are, the less likely you are to experience any negative surprises. In this article, we will go over five helpful tips to prepare for your 2018 tax returns. Review Your 2017 Return One of the best things you can do is review your 2017 tax return. Look over your problematic or stressful areas that you dealt with last [...]

1611, 2018

Gift Tax

By |November 16th, 2018|Tax|

Gift Tax Gift tax is a tax that you potentially may have to pay for gifting property to another person. In this article, we will go over the basics of how gift taxes work, so you can understand how it affects you The Basics Whether or not your gift will be subject to tax will depend on how much the fit was worth and how it was given to. Typically, any gift given to [...]

1910, 2018

Charitable Donations and Tax Deductions

By |October 19th, 2018|Tax|

Charitable Donations and Tax Deductions If you are making charitable donations throughout the year, you may be able to use them as itemized deductions. In this article, we will go over the different types of charitable donations. As well as what qualifies as a deductible donation and limitations. Types of Charitable Donations There are four main types of charitable donations. These include: Cash: Cash is the most common of donation. Intangible Assets: This category [...]