by Jonathan Bill | Dec 4, 2022 | Uncategorized
While you may be thinking “tax planning” at the end of the year, now is also a great time to think “tax filing.” You can take some simple steps now that will help make filing your 2022 tax return next spring quicker and easier. Then you’ll be ready to meet the...
by Jonathan Bill | Nov 18, 2022 | Uncategorized
The Tuesday after Thanksgiving is known as “Giving Tuesday,” a day when many people make charitable donations. If you choose to donate on this day (or any other day), keep these tips in mind: Most contributions of cash or property made to a charitable organization are...
by Jonathan Bill | Nov 5, 2022 | Uncategorized
There’s only eight weeks left until the calendar changes to 2023 — and you know what that means: It’s time to review your year-end financial situation. Tax planning between now and December 31 can have a significant impact on how much tax you have to pay (or how big...
by Jonathan Bill | Aug 18, 2021 | Uncategorized
If you, your spouse or dependent child attends a college, university or trade school, or takes classes for an advanced degree, you know how expensive higher education can be. The good news is tax credits can help offset some of these costs. There are two credits...
by Jonathan Bill | May 3, 2019 | General Info, Uncategorized
Whew! Tax season has finally wrapped up, and we can all breathe a sigh of relief. The hunt for paperwork is over … for now. If pulling your tax records together was a struggle this year, I’m going to suggest some simple tips for storing your financial records....
