Oct 26, 2023 | Personal Financial Planning, Tax News
New rules, issued in early 2023, change a wide range of filing requirements. The goal, according to the IRS, is to increase e-filing without undue hardship on taxpayers. Perhaps the biggest change is that the IRS has reduced the 250-return threshold enacted in prior...
Oct 24, 2023 | Personal Financial Planning, Tax News
IRS audits usually aren’t completely random. The agency selects returns with errors, outlier figures and dubious expenses based on complex criteria. Most tax audits begin a year after you file your return and are finished in less than a year. Most are...
Oct 19, 2023 | Estate Planning, Personal Financial Planning
Estate planning is about defining and living out your legacy during your lifetime. It enables you to enjoy the impact your plan has on the people and organizations you support. But there are a lot of myths that still need debunking: Myth #1: Estate planning is only...
Oct 18, 2023 | Featured Events, Featured News and Events, Women in Business
“Get quiet to access your wisdom.” This was just one of the inspirational tips in a 60- minute talk packed with best practices and empowering suggestions for audience members who tuned in Tuesday, October 17 for “Become the CEO of Your Whole Life: Life Design for...
Oct 17, 2023 | Estate Planning, Personal Financial Planning
Your 65th birthday is a landmark date for many, as you plan for your senior years. There’s a lot to think about, and your decisions will be based on your income and savings and on your long-term goals. Below is a summary of the major issues. Sign up for Medicare...
