Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

By Content Administrator
Posted on October 8th, 2024

The Taxpayer Relief Act of 1997 provided homeowners who sell their principal residence an exclusion from capital gains taxes of $250,000 for single filers and […]

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Final Regulations for Required Minimum Distributions

By Anne Zavaglia
Posted on October 8th, 2024

In July, the IRS issued the long awaited final regulations on required minimum distributions (RMDs) from retirement accounts.  The regulations became effective on September 17, […]

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Q3 2024 Market Review

By Clint Edgington
Posted on October 8th, 2024

Equity and fixed income markets both experienced broad gains this quarter, with the S&P adding nearly 6% to its 22% year-to-date gain and the U.S. […]

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FAFSA for 2025-2026 School Year Opens December 1

By Content Administrator
Posted on September 25th, 2024

For the second year in a row, the Free Application for Federal Student Aid, commonly known as the FAFSA, will be delayed. The FAFSA for […]

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If You Don’t Have a Will Yet, Why Not?

By Content Administrator
Posted on September 25th, 2024

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]

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Q2 2024 Market Review

By Clint Edgington
Posted on July 15th, 2024

The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]

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Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

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Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

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Do You Need to Pay Estimated Tax?

By Content Administrator
Posted on June 26th, 2024

Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]

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Can Home Improvements Lower Your Tax Bill? It Depends

By Content Administrator
Posted on June 3rd, 2024

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]

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