Tag Archives: Plymouth MA CPA

Don’t Take the Bait, Step 6: Watch Out for the W-2 Email Scam

The following article was published by the IRS. The IRS, state tax agencies and the tax industry today urged tax professionals and businesses to beware of a recent increase in email scams targeting employee Forms W-2. The W-2 scam – … Continue reading

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Your Retirement Income: Why Diversification Matters

When investing for retirement, there are many things to think about in order to get it right. But there are five specific risks that must be addressed in order to preserve both your money and your standard of living as … Continue reading

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Saving Money Without Effort

Saving money is something we all aspire to do. But some do it much better than others. The key? Automation! Here are several time-tested ways to simplify your savings goals and stick with your plan.

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What Are the Different Kinds of Life Insurance?

There are two basic types of life insurance: term life insurance and permanent life insurance. Which one is better? The answer depends on factors such as your goals and your situation in life. Here is a brief look at what … Continue reading

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How to Manage a Windfall

What do you do when you get a large sum of money? Do you spend it? Do you stash it? Most of us won’t ever win the lottery in our lifetimes, but almost everyone from time to time finds themselves … Continue reading

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Top 7 Benefits of 529 Plans

There are many benefit to 529 College Plans. These college savings vehicles offer excellent benefits for anyone looking to save money for college. Here are 7 reasons to open an account if you haven’t already: Federal Tax Benefits. While you don’t … Continue reading

Posted in Government, Personal Finance, Planning Strategies, Tax Credits, Tax Relief, Tax Tips | Tagged , , , , , , , , , , , , , , , ,

Plan Ahead for Tax Time When Renting Out Residential or Vacation Property

The following article was published by the IRS. Summertime is a time of year when people rent out their property. In addition to the standard clean up and maintenance, owners need to be aware of the tax implications of residential … Continue reading

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