The House of Representative unveiled its tax reform legislation, the Tax Cuts and Jobs Act (TCJA), last week, setting off a barrage of articles, analysis and social media posts. The…

This tax season has flown by. For those of you still needing to file, you have until midnight next Tuesday April 18th, 2017. As always, I want to offer some…

Since I work with married couples, tax time brings up a critical question:  Should we file jointly or separately? First, some background: as a married couple, you must file either a…

Hey all! Welcome to the second installment highlighting common documents that you’ll gather to file your income tax return. I’m providing these cheat sheets to help make your preparation easier.…

Regular readers know that I’m a tax nerd. While I love everything about financial planning, numbers and spreadsheets, I have a special place in my heart for taxes. Why?  Maybe…

The deadline is here! Monday October 17th, 2016 is the last day for the millions of people that filed an extension last April to complete their 2015 tax return (with…