Mutual Fund Tax Planning
Are mutual funds part of your portfolio? As you review your investments, think about how your funds can affect your federal income taxes. Here are two things to consider: Dividend […]
Interest Rates Can Affect Your Taxes
Do you keep up with fluctuations in interest rates? The IRS does too, and changes in those rates could affect your tax return. For instance, applicable federal rates, or AFRs, […]
529 Plans Offer Tax Benefits
It’s fun to imagine what your child’s future holds. If college is part of your dream, you may also be thinking about how to pay for tuition. One way is […]
Why 2013 May be the Year to Make That Car or Boat Purchase
For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. The American […]
Know Which Tax Records To Keep?
It’s that time of year that businesses and individuals start to clean and want to toss old unnecessary documents. There are a few items to consider as you start your […]