Planning Matters.

Income Taxes and Retirement

Retirement brings many changes. However, many retirees are still required to file income tax returns and pay income taxes. More than one person has asked me when they can stop filing. It seems to be a fairly common myth that after a certain age, filing taxes is no longer required.

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What to Expect this Tax Season

In 2017, we have a new President and new Congress. It is clear there will be change, but how tax law will be impacted remains to be seen. The good news is there will be no impact on your 2016 income tax returns.

That said, what can you expect this tax season?

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Last Minute Tax Tips for 2016

No one wants to think about taxes in the midst of the holiday season, but last-minute tax savings may be the perfect gift for someone on your list.

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Back to School Means Tax Planning

Sending your kids off to college? Don’t forget to make the most of education-related tax credits and deductions.

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Why is There a Tax Form in My Mailbox?

It’s May. Your tax return was filed several months ago. You thought you were done dealing with taxes until next year. Then IRS Form 5498 shows up in your mailbox.

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