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Some Highlights of the Tax Cuts & Jobs Act for Individuals

Yes, we know the standard deduction has doubled, the personal exemption is gone, and tax rates for corporations have decreased. But what about all the other stuff buried within those 500+ pages of tax law? Here are some provisions for individuals, some of which have become common to many taxpayers such an unreimbursed employee expenses. […]

Tax Law is Here – Have you read it?

        …said No Taxpayer EVER!                 Luckily, We Do!!  Well, I’m sure by now you have heard of the new Tax Law that became 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 Season Announced! Begins Jan. 29, Ends Apr. 17!

Tax Season Begins January 29! The Internal Revenue Service announced the tax season will begin Monday, Jan. 29, 2018. The IRS reminds taxpayers that, by law, the IRS cannot issue refunds claiming the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) before mid-February. While the IRS will process those returns when […]

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 […]