2024 Individual End-of-Year Tax Planning Guide

2024 Individual End-of-Year Tax Planning Guide

If you’re concerned about a potential April tax liability, it might make more sense than ever to do some tax planning before the year ends. Also, we strongly encourage you to reach out to us if you’ve experienced any of the following major life events this year:...
Important Changes to the FAFSA Form

Important Changes to the FAFSA Form

The Federal Application For Student Aid (FAFSA) has undergone some significant changes designed to simplify the application process. Here are some key items to be aware of: Introduction of “Contributor”: A contributor is the new terms for anyone who is asked to...
Tax-Time Trivia To Help You Prepare For Tax Season

Tax-Time Trivia To Help You Prepare For Tax Season

Happy New Year! To help you prepare for our new Tax Organizer, we have compiled some fun facts into quick and easy trivia (a 30-second or less read). Please read them all to help us make your life less taxing. Question 1 –TRUE OR FALSE: This year, I must complete and...