Sold Your Home Last Year or Plan to in 2023? If So, Here’s What You Need to Know

🖨 Print⏱ 4 min readThe U.S. housing market has been extremely volatile over the past year. Year-over-year growth rates were at highs of 20.1 percent in April 2022, then declined to only 8.6 percent in November – the biggest drop … Continue reading →

🖨 Print⏱ 3 min readEvery year, typically right after the new year starts, the IRS formally announces key dates and deadlines for the current tax season. Recently, the IRS made the announcements for the current 2023 tax season. To make … Continue reading →

🖨 Print⏱ 4 min read According to the IRS, ignorance of tax rules and regulations is no excuse. Therefore, it’s essential to use an experienced tax preparer to assist in filing your taxes. The tax code is complex and only gets more … Continue reading →

🖨 Print⏱ 4 min readNow is the time of year to do everything you can to minimize taxes and maximize your financial health with proper year-end planning. In this article, we’ll look at several actions to consider taking before the … Continue reading →

🖨 Print⏱ 4 min readThe recent hurricane Ian impacted much of the southeast United States. As a result, it is good to know the general tax rules related to disaster victims. Below, we look at several tax topics for disaster … Continue reading →

🖨 Print⏱ 4 min readIt is all about how much you keep after taxes – not what you earn from your job, a business, or investments. While it is always great to see fabulous investment gains, the only financial metric … Continue reading →

🖨 Print⏱ 3 min readOne highlight of the recently passed Inflation Reduction Act of 2022 (IRA; HR 5376) includes modifications to what is more commonly referred to as EV credits. Specifically, Section 30D of the Act is where the most … Continue reading →