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Should I File An Income Tax Extension?

Should I File An Income Tax Extension?

Tax Planning

Tax season is upon us, and with it comes the stress of filing your taxes on time. For many, meeting the due date can be challenging. But don’t worry– that’s why the IRS offers extensions. Filing an extension can give you extra time to complete your...
New Tax Rule on Payment Apps Like Venmo and PayPal

New Tax Rule on Payment Apps Like Venmo and PayPal

Tax Planning

Information has circulated the internet about payments made through mobile money applications such as Venmo, PayPal, Cash App, etc., being taxed starting January 1, 2022. To clear up any confusion, we wanted to make sure you understand the rule and how it may or may...
Tax Loss Selling

Tax Loss Selling

Investing, Retirement Planning, Tax Planning, Videos

 Tax Loss Selling: How To Keep The IRS Out Of Your Pockets Kevin Conard, CRPC®, shares how you can keep the IRS out of your pockets and save money with Tax Loss Selling in this quick video.   Video Transcription: Hey, my name is Kevin Conard. If you’re...