Tax season can be a time of great anticipation for millions of Americans with dreams of a nice, big, refund check coming soon. Yet this year, many Americans may find themselves surprised...
Posted by Jennifer Rutledge, EA on 11/05/2024
Tax refund advances, also known as tax refund anticipation loans or refund anticipation checks, are financial products offered by various tax preparation companies and financial institutions...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 11/30/2023
Tax-loss harvesting is a strategic technique that savvy investors use to minimize their tax liabilities while optimizing their investment portfolios. By deliberately selling investments...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/31/2023
Tax season is a perennial source of stress and confusion for many individuals and businesses alike. As taxpayers, we all aim to minimize our tax liability while maximizing our financial...
Posted by Rosovich & Associates, Inc. on 10/30/2023
Annuities are financial products that have gained popularity as a retirement income option in recent years. They offer a way to provide a steady stream of income during retirement,...
Posted by Rosovich & Associates, Inc. on 10/23/2023
Dividend income is a source of financial growth and stability for many investors. While the Internal Revenue Service (IRS) typically taxes dividend income, certain types of dividends...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/10/2023
Tax season can be a daunting time for business owners. Still, with a solid understanding of business accounting, you can navigate the complexities of taxation more efficiently and...
Posted by Rosovich & Associates, Inc. on 10/10/2023
Estate planning is a vital component of financial management, ensuring that your assets are protected, your wishes are honored, and your loved ones are taken care of when you can no...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 09/30/2023
In June 2018, the United States Supreme Court issued a landmark decision in the case of South Dakota v. Wayfair, Inc., fundamentally altering the landscape of sales tax collection...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 09/22/2023
