Blog

Happy New Year! Tax Season is Near!

IRS has not yet announced a date that it will begin accepting individual tax returns for the 2018 tax filing season. At the present time, the IRS is continuing to update its programming and processing systems for 2018. Watch my blog for upcoming announcements and updates.  

Tax Bill Becomes Law Today, Last Minute Tax Planning, and RMD’s!

Tax Bill Becomes Law Today! Earlier this morning, the President signed “The Tax Cuts and Jobs Act” into law which becomes effective January 1, 2018. This new law makes a plethora of changes to the tax code, some permanent and some that will expire on December 31, 2025. Fortunately, tax returns prepared in early 2018 […]

Interesting Articles & Update on Tax Reform

Following are links to some interesting articles that I thought I would share with you compliments of Kiplinger. 7 Year-End Strategies to Help You Save on Taxes – https://www.kiplinger.com/slideshow/taxes/T055-S014-7-year-end-strategies-to-help-you-save-on-taxes/index.html?rid=EML-wealth&rmrecid=3144870188 Iconic Estate Flops: What Michael Jackson, Whitney Houston and Prince Did Wrong – https://www.kiplinger.com/article/retirement/T021-C032-S014-estate-flops-michael-jackson-prince-whitney-housto.html?rid=EML-wealth&rmrecid=3144870188 Defuse the Tax Bomb That Threatens Retirement – https://www.kiplinger.com/article/taxes/T047-C032-S014-defuse-the-tax-bomb-that-threatens-retirement.html?rid=EML-wealth&rmrecid=3144870188   Update on […]

Pictures with Santa for your 4-legged Family Member!

Is your four-legged family member looking to get their picture taken with Santa? Here are some upcoming Santa visits in our community: Dec. 9 Pet Pictures with Santa ~ Benefits Saving Paws Animal Rescue Location: Petco on E. Calumet Street, Appleton Time: 1pm – 4pm Dec. 10 Santa Paws Location: DePawsitory at 103 E. College […]

Tax Planning with Tax Reform on the Horizon

The Tax Cuts and Jobs Act has been swiftly progressing through legislature to become law, which will impact all of our tax returns. The proposed effective date of this Act is January 1, 2018. Therefore, 2017 tax laws and preparation should remain much the same for your 2017 tax return. The Tax Cuts and Jobs […]

It’s Here! National Tax Security Awareness Week

Monday’s Tip: Eight Steps to Keep Online Data Safe During the holiday shopping season, shoppers are looking for the perfect gifts. At the same time, criminals are looking for sensitive data. This data includes credit card numbers, financial accounts and Social Security numbers. Cybercriminals can use this information to file a fraudulent tax return. This […]

Community Events in Appleton this week. Enjoy!

As we celebrate Thanksgiving and the official start to the Christmas Holiday Season, we have listed some upcoming events this week. Today: Appleton Christmas Parade! The largest nighttime parade in the Midwest with approximately 80,000 people attending! The Parade will begin at 6:55 p.m. at the corner of State St. and College Ave. It will head […]

EMPLOYERS ~ Federal & WI January 31, 2018 Filing Due Date!

Federal: The Protecting Americans from Tax Hikes (PATH) Act includes a requirement for employers to file their copies of Forms W-2 and W-3 with the Social Security Administration by Jan. 31, 2018. This deadline also applies to Form 1099-misc which is filed with IRS to report non-employee compensation to independent contractors. Such payments are reported […]

Plan Ahead for 2018 Filing Season to Avoid Refund Delays

The IRS advises taxpayers about steps they can take now to ensure smooth processing of their 2017 tax return and avoid a delay in getting their refund next year.  Additionally, the IRS has a special page on its website with steps to take now for the 2018 tax filing season. Gather Documents: The IRS urges all […]

Proposed Tax Reform of 2017 “Tax Cut & Jobs Act”

President Trump unveiled his party’s tax reform plan last week, “We are giving them a big, beautiful Christmas present in the form of a tremendous tax cut, which will be the biggest cut in the history of our country.” Whether it is the biggest tax cut in history, it is certainly a present for some and […]