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Blog

10 Dec
Year-End Tax Strategies

By Colleen Weber, CFP®, CPA

The holidays are fast approaching and the new year is following closely behind. And while most of us want to put 2020 behind us, before you mentally move into 2021, be sure to pay some attention to your taxes. Even though taxes are not at all festive, proactively planning can save you money, and that’s cause for celebration! Here are some year-end tax strategies that you may benefit from.

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05 Feb
How To Prepare For Tax Season

By Colleen Weber, CFP®, CPA

Tax season often brings up plenty of anxiety. It’s not that Americans are against paying taxes, (1) it’s because the whole process is complicated. With over 900 IRS forms available (2) and constant policy changes being implemented, such as the Tax Cuts & Jobs Act and the new SECURE Act, it’s no wonder that 50% of people would rather be called for jury duty than file their taxes. (3)

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29 Apr
The Long Reach of the IRS

The Long Reach of the IRS

You probably don’t spend a lot of time feeling sorry for a U.S. citizen named Meghan Markle, who is about to tie the proverbial knot with Prince Harry of England. But an article in the Wall Street Journal notes that Ms. Markle, and other American citizens who marry foreigners, face a lifetime of harassment by America’s Internal Revenue Service. Read More “The Long Reach of the IRS”