Monthly Archives: January 2018

Do you have a household employee? Don’t ignore the nanny tax

It’s simple enough to overlook this tax related to household employees. But you could be in trouble if you do. Here’s why you’d better pay attention to the nanny tax. As you review your filing requirements for 2018, make sure … Continue reading

Posted in business, employees, Income Tax, IRS, personal finance, Tax Problems, tax return | Tagged , , , | Leave a comment

Don’t say yes to a reverse mortgage until you read this!

You’ve likely heard the good and the bad about reverse mortgages. But what’s real? Before you consider this strategy, consider a few key components. There’s no doubt you’ve seen TV advertisements telling seniors that their lives could improve if they … Continue reading

Posted in estate planning, finance advisor, personal finance, tax planning | Tagged , , , | Leave a comment

Your tax-time financial review

It’s the new year … and that means it’s time to review your financial affairs. Take advantage of all of that top-of-mind tax-time knowledge and increase your changes of a fiscally sound 2018. Now is the perfect time to review … Continue reading

Posted in business, corporate income tax, Income Tax, IRS, personal finance, tax planning | Tagged , , , | Leave a comment