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Guide to Popular Tax Credits

Guide to Popular Tax Credits

What are Tax Credits? Even though the deadline to pay and file your income taxes is delayed, we recommend still filing sooner rather than later if you expect to receive a refund. As you gather all of the paperwork and documentation needed to prepare and file...
10 IRS Audit Triggers

10 IRS Audit Triggers

Read our FREE tax guide “5 Tax Hacks for Investors.”. You may have read stories over the last couple of years 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...
Lessons Learned About Tax Prep as an Entrepreneur

Lessons Learned About Tax Prep as an Entrepreneur

Stressing about taxes? Download Your FREE Guide: “5 Tax Hacks for Investors” Tax season is always stressful. Compiling all your paperwork, crunching numbers, staying organized. There’s a reason most people put it off until the last minute. But if...
Can You Claim Education Tax Credits?

Can You Claim Education Tax Credits?

The costs of higher education continue to rise with no end in sight. Over the past 17 years, the college inflation rate has been about 7.4%, according to The College Board. This is more than double the broad U.S. inflation rate of 2.3% as measured by the...
How Long Does it Take to Get a Tax Refund in 2020?

How Long Does it Take to Get a Tax Refund in 2020?

How Long Will My Refund Take? Read Personal Capital’s FREE tax guide. For many people, the highlight of tax season is receiving a refund from the IRS for the amount of income taxes they overpaid the previous year. If you’re anticipating receiving a...
What Is The American Opportunity Credit?

What Is The American Opportunity Credit?

Many families today are struggling with the cost of higher education for their children. Due largely to a lack of college savings, student loan debt is soaring. There are currently 45 million student loan borrowers in the U.S. who owe a collective $1.5...
What is the Lifetime Learning Credit?

What is the Lifetime Learning Credit?

Higher education costs are continuing to soar with no end in sight. Over the past decade, tuition at public four-year universities has risen by 35 percent, according to the Center on Budget and Policy Priorities. The average annual cost for tuition, fees,...
5 Tips for Filing Taxes for Freelance Work

5 Tips for Filing Taxes for Freelance Work

In today’s “gig” economy, a growing number of people are leaving the 9-to-5 corporate grind and choosing instead to work as full-time freelancers. While being a freelancer can be an amazing career choice as it offers flexibility and lets you be your own...
4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

The end of the year is a good time to start thinking about your tax strategy, and there are several moves that you can make prior to year-end that will put you in the best possible position for 2020. In this article, we’ll dive into 4 tax management...