What You Need to Know For the April 15th Tax Deadline
We are in the home stretch! For those of you that still haven’t filed your income tax return, you have a little more than two weeks until the initial filing…
Category: Tax
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What Everyone Ought to Know About Their Income Tax Returns – Part 5
GET RID OF TAX RETURN ANXIETY ONCE AND FOR ALL Congratulations! You’ve made it to the end of learning the fundamentals of your income tax return. A couple of more… -
What Everyone Ought to Know About Their Income Tax Returns – Part 4
THE SECRET BEHIND YOUR TAXABLE INCOME We’ve made our way to the second page of the 1040. And believe it or not, the knowledge you acquired from the previous… -
What Everyone Ought to Know About Their Income Tax Returns – Part 3
YOU DON’T HAVE TO BE RICH TO REDUCE YOUR TAX LIABILITY In the first part of this series, you learned about starting off your return on the right foot and… -
What Everyone Ought to Know About Their Income Tax Returns – Part 2
THE SIMPLE GUIDE TO GROSS INCOME In Part 1, I introduced you to two key components at the beginning of your Form 1040. Now we get down to business and… -
What Everyone Ought to Know About Their Income Tax Returns – Part 1
HOW TO START YOUR RETURN ON THE RIGHT FOOT As in any important relationship, you need to make a good first impression on your return. Messing up your name,… -
What Everyone Ought to Know About Their Income Tax Returns – An Introduction
Happy Monday! Now that we are a couple of weeks into the New Year, most of us are easing our way back into regular, post-holiday life. That life, for me,… -
Additional Year-End Considerations for Same-Sex Couples
In compiling my year-end checklist, I couldn’t help but think about those same-sex couples whose lives have changed this year because of the Windsor case. And because of this new… -
Retirement 101: Roth Contributions vs. Regular Contributions
I want to go back to a pretty important concept regarding the savings vehicles I have covered. I mentioned that you can choose accounts that allow you to contribute pre-tax… -
The Benefits of Giving: Tax Edition
Obviously giving to charities provides a benefit in and of itself. However, charities usually incentivize donations by highlighting the fact that your donation is tax deductible. And while it’s… -
Five Foundational Elements of a Financial Plan
Now that I’ve finally discussed insurance planning, I have touched on all of the foundational elements of a comprehensive financial plan. And since I have scattered my choice of money… -
Two key differences between spousal and domestic partner benefits
Speaking of gays and the workplace, Ben and I just reviewed our insurance benefits offered through his employer. Like many working couples, we had to decide whether we wanted to… -
Tax Deadline: Shutdown or not, October 15th is coming
People have felt the effect of the government shutdown in a variety of ways. As someone who deals with the IRS everyday, I have to say I’m enjoying the break…