Tag: Taxes

Take Charge of your Finances

April 6, 2026

Tax Filing Mistakes We See and How to Avoid Them

Podcast

July 15, 2025

Breaking Down the Big Beautiful Bill, Ep #243

Podcast

April 9, 2025

5 Ways to Transform Tax Season Into an Opportunity, Ep #237

Take Charge of your Finances

October 21, 2024

Goals of Tax Planning

Take Charge of your Finances

July 8, 2024

Taxation and Gambling

Take Charge of your Finances

May 13, 2024

How Long Should I Keep My Tax Records?

Podcast

April 8, 2024

10 Tax Return Surprises You’ll Want to Avoid, Ep #213

Take Charge of your Finances

December 12, 2023

End-of-the-Year Financial Checklist

Podcast

November 27, 2023

10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204

Podcast

May 15, 2023

Ways to Prevent Taxes from Catching You by Surprise, Ep #190

Take Charge of your Finances

March 13, 2023

Does Your Child Need to File a Tax Return?

Take Charge of your Finances

November 21, 2022

Should I Be Making Estimated Tax Payments?

Podcast

June 13, 2022

Tax Changes to Consider After the Death of a Spouse, Ep #166

Podcast

May 1, 2022

10 Tax Surprises to Watch Out For, Ep #163

Take Charge of your Finances

January 24, 2022

When Will I Have Everything I Need to File My Taxes for 2021?

Take Charge of your Finances

August 5, 2021

IRS Letters Due to the 2020 Recovery Rebate Credit

Take Charge of your Finances

March 29, 2021

Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule

Take Charge of your Finances

February 15, 2021

What Happens if You Contribute Too Much to a Roth IRA?

Take Charge of your Finances

February 10, 2021

When Will I Have Everything I Need to File My Taxes for 2020?

Podcast

January 25, 2021

Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129