Category: Personal Finances

Admin
January 12th, 2020
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Encourage “Paycheck Checkups”

Encourage “Paycheck Checkups”

It happened this past April 2019. Many Americans experienced an unpleasant surprise after filing their 2018 federal income taxes. Expecting a refund just as they had for years, many were upset to learn that they owed the IRS. The cause? The impact of the new paycheck withholding formulas created by the 2017 Tax Cuts and Jobs Act, which unintentionally created a lot of confusion.

It happened this past April 2019. Many Americans experienced an unpleasant surprise after filing their 2018 federal income taxes. Expecting a refund just as they had for years, many were upset to learn that they owed the IRS. The cause? The impact of the new paycheck withholding formulas created by the 2017 Tax Cuts and Jobs Act, which unintentionally created a lot of confusion.

Admin
November 10th, 2019
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How Tax Reform Impacts Charitable Giving Questions to Consider Before the End of the Year

How Tax Reform Impacts Charitable Giving Questions to Consider Before the End of the Year

The Tax Cuts and Jobs Act of 2017 impacted charitable giving in ways that have confused many. Let’s address the changes, how individual charitable giving is impacted, and what questions you should consider as a result.

The Tax Cuts and Jobs Act of 2017 impacted charitable giving in ways that have confused many. Let’s address the changes, how individual charitable giving is impacted, and what questions you should consider as a result.

Admin
September 15th, 2019
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There’s A New W-4 Form for 2020. Here’s What You Need to Know.

There’s A New W-4 Form for 2020. Here’s What You Need to Know.

In August, the Internal Revenue Service issued a major revision to the 2020 W-4 form. By releasing the nearly-finalized version now, the IRS hopes it will give employers and payroll processors extra time to learn about it and update their systems for next year. Here’s what you need to know.

In August, the Internal Revenue Service issued a major revision to the 2020 W-4 form. By releasing the nearly-finalized version now, the IRS hopes it will give employers and payroll processors extra time to learn about it and update their systems for next year. Here’s what you need to know.