Category Archives: Personal Finance

Get Ready for Taxes: What to Do Before the Tax Year Ends Dec. 31

The following article was published by the IRS. As tax filing season approaches, the Internal Revenue Service reminds taxpayers there are things they should do now to get ready for filing season. For most taxpayers, Dec. 31 is the last … Continue reading

Posted in Accounting, Compliance, IRS, Personal Finance, Planning Strategies, Self-Employed, Tax Tips | Leave a comment

Get to Know the Taxpayer Bill of Rights – Part 1

This is the first tip in a two-part summary of the rights granted to all taxpayers. Every taxpayer has rights. The Taxpayer Bill of Rights takes these rights from the tax code and groups them into 10 categories. Taxpayers interacting … Continue reading

Posted in IRS, Personal Finance, Personal Taxes, Planning Strategies, Tax Tips, Year End | Tagged , , , , | Leave a comment

Tips for Smart Charitable Giving

“Charitable giving” is a phrase used frequently towards the end of the year, both during the holiday season as well as at tax time. Giving is an extremely important gesture made by those who have towards those who aren’t as … Continue reading

Posted in Charitable Organizations, Personal Finance, Tax Tips, YouTube | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

National Tax Security Awareness Week: Recognize Phishing Email Scams

The following article was published by the IRS. The IRS reminds people to be on the lookout for new, sophisticated email phishing scams. These scams not only endanger someone’s personal information, but they can also affect a taxpayer’s refund in … Continue reading

Posted in Data Security, Fraud, Identity Theft, Personal Finance | Tagged , , , , ,

Shopping Tips for Cyber Monday and Beyond

Black Friday is behind us and we are now faced with the deals and bargains of Cyber Monday. Similar to Black Friday in many ways, Cyber Monday is a chance to knock out some, if not all, of your holiday … Continue reading

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Rise of the Robo Advisors

By now most people have at least heard of the term “Robo Advisors”. They’re not really robots, but are in fact software programs, designed by humans, that use highly effective algorithms to manage investors’ portfolios. These automated investment services offer … Continue reading

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Plan now to Use Health Flexible Spending Arrangements in 2018; Contribute up to $2,650; $500 Carryover Option Available to Many

The following article was published by the IRS. The Internal Revenue Service today reminded eligible employees that now is the time to begin planning to take full advantage of their employer’s health flexible spending arrangement (FSA) during 2018. FSAs provide … Continue reading

Posted in FSA, Health Care, Personal Finance, Personal Taxes, Planning Strategies, Tax Tips | Tagged , , ,