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All About Tax Withholding and Estimates
Tax withholding and estimates is a topic that throws many taxpayers for a loop. It may seem daunting, but there are resources to help.
Feb 16, 20225 min read


Protect Yourself from Tax Identity Theft
Tax identity theft is when someone uses your stolen personal information, including Social Security number, to file a tax return claiming...
Jan 18, 20222 min read


Retirement Account Basics
I previously talked about the tax implications of investments, but that information specifically excluded retirement accounts. This is...
Nov 23, 20219 min read


What are the tax implications of my investments?
Every year I get a lot of questions about how investment accounts impact taxes. One thing to address right off the bat is that retirement...
Oct 27, 20217 min read


Itemized Deductions - What are they?
For many, the itemized deduction has gone the way of the dodo bird. Since the Tax Cuts & Jobs Act (TCJA) of 2017, the personal exemption...
Sep 14, 20217 min read

Anatomy of a Tax Return
Individual income tax returns have many moving parts, but they can be broken down into a few big categories. In this tax basics post we...
Aug 13, 20215 min read
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