Tag Archives: Heather Cozby CPA

Gifts to Charity: Six Facts About Written Acknowledgements

Throughout the year, many taxpayers contribute money or gifts to qualified organizations eligible to receive tax-deductible charitable contributions. Taxpayers who plan to claim a charitable deduction on their tax return must do two things: Have a bank record or written … Continue reading

Posted in Charitable Organizations, IRS, Non Profits, Personal Finance, Planning Strategies, Tax Tips | Tagged , , , | Leave a comment

How to Save This Halloween

Halloween is as much about decorations and candy as it is about trying to one-up friends and neighbors with your creativity and costumes. It is a great time to take a little risk, spend some time with friends trick-or-treating, and … Continue reading

Posted in Holiday Tips, Personal Finance, Planning Strategies, YouTube | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

How To Do Fall Financial Housekeeping

Fall is an excellent time to take care of some long overdue chores, including tidying up our houses and yards. But what about our finances? This time of year is also the perfect time to take stock of where you … Continue reading

Posted in Personal Finance, Planning Strategies, YouTube | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

IRS Reminds Parents, Students to Explore Education Resources on IRS.gov

The following article was published by the IRS. The Internal Revenue Service today reminded parents and students that there are many tax benefits available to them, and the easiest way to learn more about them is through the education resources … Continue reading

Posted in American Opportunity, Education, Lifetime Learning, Personal Finance, Personal Taxes, Planning Strategies | Tagged , , , ,

Money Mistakes That Will Ruin Your Relationship

Living with someone can be one of the smartest financial decisions you make. Virtually all fixed expenses can be split and many other daily expenses shared as well. But this can be a double-edged sword. Poor financial decisions have the … Continue reading

Posted in Personal Finance, Planning Strategies, Tax Tips | Tagged , , , , , , , , , , , , , , , ,

Protect Yourself After the Equifax Data Breach

This article was published by the IRS. The recent Equifax hack has credit users on edge, wondering if they were a victim and if so, what steps they should take. The first step is to find out if you were … Continue reading

Posted in Data Security, Fraud, In the News, Personal Finance, Personal Taxes, Planning Strategies | Tagged , , , , , ,

15 Year vs. 30 Year Mortgage

Buying a home is one of the biggest life decisions you will ever make. Equally as important is the mortgage you select when making the purchase. There are many options available to potential buyers, including FHA, VA, Balloon, Conventional, USDA, … Continue reading

Posted in Mortgage, Personal Finance, Planning Strategies, Real Estate, YouTube | Tagged , , , , , , , , , , , , , , , , ,