Brace Yourself! New President, New Tax Expectations…
As of today, over a week after the election, we [...]
November 2020
October 2020
Mutual Fund Pitfalls
Buying and selling mutual fund shares: Avoid these tax pitfalls [...]
September 2020
Investor Day-Trading Expenses…Deductible ?
Can investors who manage their own portfolios deduct related expenses? [...]
August 2020
How much Social Security Income is Taxed ? Find out here…
Will You Have to Pay Tax on Your Social Security [...]
July 2020
How long to keep old tax files ? It depends…
After you file your tax return: 3 issues to consider [...]
May 2020
Coronavirus Stimulus Payments… How much ?
Did you get an Economic Impact Payment that was less [...]
Stimulus Payments slowing down…Act Now for Direct Deposit!
The IRS has announced that the speed of Coronavirus Stimulus [...]
Extended IRA Contribution Deadlines… Act Now!
There’s still time to make a deductible IRA contribution for [...]
Various COVID-19 Tax Questions
Do you have tax questions related to COVID-19? Here are [...]
North Carolina Waives Interest Charges due to COVID-19
Until yesterday, North Carolina was assessing interest on any taxes [...]