TCJA

Year-End Tax Planning in the TCJA Era

The sweeping piece of legislation known as the Tax Cuts and Jobs Act (TCJA) provided a steep learning curve last year, and while it still remains complicated, having some experience under our belts has us better prepared to tackle taxes in the TCJA era. Below is a...

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How to Put Your Tax Refund Toward Retirement

If you’re receiving a tax refund this year, cut the temptation for a spending spree and use that money in a way to help grow your nest egg for future years. It might not seem as glamorous as, say, splurging on an exotic getaway, but focusing on long-term strategies will prove more fulfilling in the […]

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Last Minute Tips for Tax Season Mania

Tax season is officially upon us, and the April 15 deadline is swiftly approaching. If you’re a tax procrastinator, it’s time to buck up and get down to business / get to work. Rest assured you won’t be alone. One in seven Americans wait to file taxes until the week leading up to the deadline. […]

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Figuring Out the New 199A Deduction

If section 199A is entirely new to you, don’t worry! The Internal Revenue Service (IRS) released a new document earlier this month that breaks down some of the new specifics around the rules created for section 199A. In short, this complex section refers to a part of the tax code that mentions a newly created […]

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Insights on Homeownership After the TCJA

In recent years, people have flocked towards homeownership instead of continuing to rent. With home values and rents on the rise, homeownership has become more appealing! In the past, one of the many perks of homeownership has been the tax savings that homeowners typically receive. However, under the Tax Cuts and Jobs Act of 2017 […]

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