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2019 Tax Questionnaire

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Welcome to the 2020 Tax Season

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Resources

Resources & Articles For Managing Your  Finances On Your Own

There’s Still Time to Contribute to an IRA for 2019

There’s Still Time to Contribute to an IRA for 2019

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31,...

WealthBuilder’s January Portfolio Updates are Available

WealthBuilder’s January Portfolio Updates are Available

WealthBuilder Investing is a great way to get started on your financial independence. There are no commissions charged and no minimums required. Our January updates for all Portfolio Fact Sheets are out and you can learn more...

Tax Form 1040-SR, an Alternative Filing Option for Seniors

Tax Form 1040-SR, an Alternative Filing Option for Seniors

The Internal Revenue Service wants seniors to know about the availability of a new tax form, Form 1040-SR, featuring larger print and a standard deduction chart with a goal of making it easier for older Americans to read and use. The Bipartisan Budget Act of 2018...

What Will You Pay for Medicare in 2020?

What Will You Pay for Medicare in 2020?

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2020 if you're enrolled in Original Medicare Part A and Part B. Medicare Part B premiums According to the Centers for Medicare & Medicaid...

TRACED Act Offers Consumers Additional Protections Against Robocalls

TRACED Act Offers Consumers Additional Protections Against Robocalls

Whether at home, work or on a cell phone, it's a scenario many Americans have found themselves in: answering a phone call only to find out it's from an unwanted robocaller. In fact, the number of unwanted robocalls in this country has skyrocketed in recent years. The...

2019 Tax Update by Alison Cogan, CPA

2019 Tax Update by Alison Cogan, CPA

With a new year comes a new tax filing season!  Hopefully this tax season will not begin with an IRS shutdown, like last year.  There were a few tax changes made in the recent bill passed by Congress, as well as a new W-4 Form.  As usual, if any of the...