Do You Need To File A Tax Return In 2019?

Tax season kicked off on Monday, January 28, 2019, and the Internal Revenue Service (IRS) expects to process more than 150 million individual tax returns for the 2018 tax year. According to the agency, “through mid-day Monday, the IRS had already received several million tax returns during the bus...   Read More

3 Big Investing Myths Explained

Surprisingly some broadly held beliefs about investing are quite wrong according to academic research. Here are three of the major disconnects between how we might think the financial markets work and the real world. This is based on what academics have learned over past decades through research. Yo...   Read More

Why is now the now the best time to make estate planning gifts?

  The beginning of the year is the best time to make estate planning gifts. Fewer than 1% of estates will be taxable under current law, so most of us don’t need to make gifts to reduce estate and gift taxes. But there are good non-tax reasons annual gifts should be part of your estate [&helli...   Read More

IRS Forms 1099…is your business ready?

Form 1099 time is upon us. Businesses must send out IRS Forms 1099 by Jan. 31 for the prior calendar year. Perhaps no one likes IRS Forms 1099 except the IRS, for they allow easy computer matching of Form 1099 data against tax returns. Generally, businesses must issue the forms to any payee (other t...   Read More

Don’t fall for a Phishing scam

  With the approach of the holidays and the 2019 filing season, the Internal Revenue Service, state tax agencies and the nation’s tax industry warned people to be on the lookout following a surge of new, sophisticated email phishing scams. Taxpayers saw many more phishing scams in 2018 as the...   Read More