Taxes & Insurance

What is a 1099 Form?

What is a 1099 Form?

What is a 1099 Form — And Why Are They Important? As you pull together all the documents you’ll need to prepare your federal tax return for the 2018 tax year, you may have received an IRS form 1099. But you might not be clear on exactly what this tax form is...
How Will Tax Law Changes Affect Me in 2019?

How Will Tax Law Changes Affect Me in 2019?

Tax Law Changes: 2019 For a complete guide to filing your income taxes from the 2018 tax year, read our 2019 Tax Guide. How Tax Law Changes Could Affect Your 2018 Income Tax Return The tax-filing season that just got underway is the first one under the major...
10 IRS Audit Triggers

10 IRS Audit Triggers

Tax season sneaking up on you? Read our complete guide to filing your income taxes. You may have recently read that the IRS is conducting fewer audits due to budget cuts. But, keep in mind that audits do happen, and that your last three tax returns are...
The Pros & Cons of Hiring a Tax Professional

The Pros & Cons of Hiring a Tax Professional

For a complete guide to filing your income taxes in 2019, read our 2019 Guide to Income Tax Filing. For the majority of high-income earners who have financial complexities such as business ownership, home ownership, investments and more, hiring an accountant...
5 Smart Tax Moves for 2019

5 Smart Tax Moves for 2019

Tax season sneaking up on you? Read our complete guide to filing your income taxes. As we near April 15th, taxes are top of mind for many of us. While 2018 has come and gone, there is plenty of time to make some tax-smart moves for this year. Here are 5...
4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. Improper tax management can cost you more than a quarter of your long-term return, severely limiting spending power in retirement. The good...
Which Tax Documents & Financial Records Should You Keep?

Which Tax Documents & Financial Records Should You Keep?

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. If you’re like many Americans, you may be breathing a sigh of relief now that “tax day” has come and gone. You may also be wondering how long...