All systems go for tax season! Filing season kicked off on Jan. 28 and tax returns are pouring into the IRS. Now that the IRS is accepting tax returns, fraudsters are actively seeking out taxpayer information to file fake returns and claim fraudulent refunds. Please review the tips for how to protect yourself from these scammers. This issue includes remedies for common financial mistakes, tax-free benefit ideas you can offer your employees, and five things every high school senior should know.
Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to forward it to them.
This issue includes information about:
- Tips to Protect Yourself From Tax Scams
- How to Correct Common Financial Mistakes
- 7 Tax-Free Ideas to Bolster Your Business Benefits Package
- 5 Things Every High School Senior Should Know
- and more…
Read our full current newsletter here
Past Tax Newsletters:
2019
2018
- December 2018: 6 Last-Second Money-Saving Tax Moves, Retirement Contributions Get a Boost in 2019, It’s Your Money. Get it Back NOW!, The New Business Deduction
- November 2018: 5 Annual Tax Essentials, Retirees Should Check Withholdings…or Else…, The IRS Loves Your Business … and That is NOT Good, Turkey Trivia
- October 2018: Time to Launch Your Tax Strategy, Keys to Creating a Satisfying Retirement, Fraud? Negligence? Know the Difference!, Six Ideas to Help Your Business Survive AND Thrive, Find Your Sleep Sweet Spot, Hustling for Extra Income
- September 2018: Is a Tax Surprise Waiting for You?, Education: Tax Changes You Need to Know, The Eye-Opening Video Games Phenomena, Combat Employee Turnover, Give your Credit Score a Boost, Hedging Against a Trade War
- August 2018: Student Loan Forgiveness Creates New Tax Trap, Ideas to Improve Your Financial Health, Dramatic Sales Tax Change, Are you Sharing Too Much Information Online?, Setting up Your Business Accounting System, Manage Capital Gains Tax Tips
- July 2018: Five Tax Breaks for New Parents, How Long Will It Last?, Become Debt-Free, Is It Worth It to Amend Your Return?, Elements of a Good Business Partnership, Useful Online Productivity and Security Tools
- June 2018: Tax Planning Time, Six Home Ownership Tax Benefits, Unconventional Summer Vacation Ideas, Five Great Finance Tips, Overlooked Business Metrics
- May 2018: Tax Cuts and Jobs Act Update, Handling Health Care Coverage Gaps, Protect Yourself From Port-Out Scams, Managing Money Tips for Couples
- April 2018: Common Tax Quiz, Top IRS Scams, When an Extension May Make Sense, Rising Health Care Costs
- March 2018: Common Tax Questions, Expired Tax Breaks, Your Brain on Social Media, Organizing Tax Records
- February 2018: Tax Legislation Planning, Pass-Through Entities, Virtual Currencies, Crowdfunding
- January 2018: Tax Reform, Avoid an Audit: Preparation, Retirement tips, Alternative to New Year’s Resolutions
2017
- December 2017: New Year, New Job, Save More in 2018, Holiday Traditions Quiz, CC Transactions Audit Risk
- November 2017: Year-End Tax Checklist, Six Must-Dos, The Equifax Breach, Banking Tips, Shopping Guide
- October 2017: Ace the FAFSA, Renew Your ITIN Now, Business Expensing Info, Fix Overfunded Accounts?
- September 2017: Bye to Tuition Deduction, Save on Insurance, Collectors Call Rights, Contractor or Employee?
- August 2017: Taxed States for Retirement, Be a Smarter Renter, Retirement Tool, Review Your Insurance
- July 2017: Zombie Billing, Deduction Mistakes, Office Deduction, Retirement Need, Business Mistakes
- June 2017: Donate Stock, Audit Fears In Check, Home Buying In Market, Reason To Incorporate Your Business
- May 2017: Marriage Tax Tips, Business or Hobby, Working Beyond Retirement Tips, Identity Theft Protection
- April 2017: Tax Quiz, Popular Tax Breaks, Household Budgeting, Nonprofit Annual Filing
- March 2017: Tax Scams, Inherited Property, Credit Score Tips, Retirement Account Mistakes
- Frebruary 2017: Tax Scams, Overtime Pay, Your Tax Refund, Taxes on Collectibles
- January 2017: Audit Risk, Roth IRA Conversions, Tips for 2017, New Mileage Rates
2016
- December 2016: Deduction ideas for educators, small businesses, senior citizens, and sales tax
- November 2016: College Financial Aid, Social Security Limits, Passwords, and How to Reduce Taxes
- October 2016: 2017 tax figures, identity theft, Your SSN Statement, Inflation
- September 2016: Tax Scams, Early Retirement Tips, Your Social Security Statement, Hidden Taxes
- August 2016: Charitable Donations, Vacation tips, Improve Your Cash Flow, Deductible School Expenses
- July 2016: Protecting Your SSN, Vacation tips, Dealing with IRS Mistakes
- June 2016: Identity theft, Overtime rules, Odds of Audits, Health savings accounts
- May 2016: Tax refund ideas, Roth IRAs, Student debt
- April 2016: Tax quiz, Non-profit filing, the “Gig Economy”, Wish to file?
- March 2016: Tax scams, High school financials, IRS penalties, Missing tax returns