Category Archives: Individual Taxes

Make That Kid Work For You. Part 1of 2. Get Credit Where Credit’s Due.

Posted on January 30, 2019 by Carol

HERE’S WHAT’S UP! With middle-class income of $59,200-$107,000, it is going to cost you a whopping $233,610! to raise that kid until the age of 17, says the Department of Agriculture. Families with lower incomes are expected to spend $174,690, … Continue reading →

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New Year Resolution.

Posted on January 23, 2019 by Carol

HERE’S WHAT’S UP! Conventional wisdom: It’s never too late to do financial planning. Carol’s wisdom: It’s never too early to take care of your money. 2019 Withholding Calculator REINFORCING THE BASICS. What is Retirement? Retirement is the withdrawal from an … Continue reading →

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“Voluntary Compliance” My (fill in the blank)!

Posted on January 9, 2019 by Carol

Here’s what’s up! America needs tax compliance to pay government’s bills. In all seriousness, voluntary compliance is a principle that we will cooperate with the tax system by filing honest and accurate annual returns and receive excellent customer service along … Continue reading →

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Form 1099-MISC – By the Box And More

Posted on November 28, 2018 by Carol

It’s that time of year again when, as a business owner, you have to start thinking about 1099ing folks. There’s a lot to it but we’re going to think about it with you. REINFORCING THE BASICS. What is a Form … Continue reading →

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Open Sesame…Open Enrollment!

Posted on November 7, 2018 by Carol

Open enrollment season is here!  And with it the annual confusion and scrambling.  We’re thinking this week’s blog can eliminate some of that. REINFORCING THE BASICS. What is open enrollment? Annual Open Enrollment (AOE) is this tightly scheduled period each … Continue reading →

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The TCJA, You, and Your 1040

Posted on October 24, 2018 by Carol

The TCJA, (Tax Cuts and Jobs Act) kicked into gear for better or for worse on January 1, 2018. Most folks and entities will be affected one way or another. This week we are talking about the changes for individuals. … Continue reading →

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