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| Year-End Tax Moves to Improve Your Bottom Line |
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by Catherine A. Walsh, CPA, MBT
It’s that time of year again, and if you’re like most people, you haven’t given a second thought to your tax situation since April 15th. Thankfully, there are many steps you can still take before year-end to reduce the tax bite come next April 15th.
Withholding and Estimated Taxes
- Did you have a large balance refund or balance due on April 15th? If you are likely to be in the same spot next April, you may want to adjust your tax withholding (if you are employed) or your quarterly estimated tax payments.
- If you are not subject to the Alternate Minimum Tax, paying your state income taxes before year end will reduce your federal income... MORE
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Insurance Insights:
The Loss Damage Waiver
You’re standing at the rental car counter and the car agent asks if you would like to purchase the insurance on the car you are about to rent. The insurance seems so expensive... MORE |
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Investment Management Updates:
There are “Risks” and Then There are “Risks!”
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Thoughts from Bruce Helmer:
Planning
Planning is the only way to make sense of the five things you can do with money. If you don’t plan, you will likely spend more, save less, invest less, and do nothing to reduce your taxes.... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating T.G.I. Friday’s restaurant. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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