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Spring Cleaning and Charitable Giving Tips

May 7, 2014 / Jim Wang

It’s Spring! And that usually means two things – spring cleaning and allergies. Today, we’ll just tackle the first one. Now that winter is over, many of us are turning attention to clearing out the clutter. Spring cleaning is an...

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Daylight Savings Time and Energy Tax Credit Savings Are Here

March 7, 2014March 7, 2014 / Ginita Wall, CPA, CFP®

Daylight savings time is almost here, which robs us of an hour as we spring forward this Sunday. That is, unless you live in one of the few areas where daylight savings time is not observed, such as most of...

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Fall Energy Efficient Improvements to Save Money at Tax-Time

November 8, 2013November 8, 2013 / JoeTaxpayer

Fall is here, and if you’re remembering your heating bills from last winter, you probably are already thinking about what you can do to cut that bill as the mercury drops. Today, we will look at tax breaks that help...

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How Do Property Taxes on Second Homes Work?

September 17, 2012September 17, 2012 / joshritchie

The deadline to appeal property taxes is September in many areas. With the decline in property values, it may be worth appealing your property tax value to make sure you are paying the correct property tax amount. You may be...

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The Highs and Lows of State Property Tax [Infographic]

August 8, 2012 / joshritchie

Today it was predicted, that nationwide home prices are expected to dip in 2013 and 2014, however in some markets prices are expected to increase due to the shrinking supply of homes. But what about the assessed value of homes...

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Repaying the First-Time Homebuyer Tax Credit

February 15, 2012March 6, 2017 / Ginita Wall, CPA, CFP®

Did you take advantage of the First-Time Homebuyer Tax Credit in 2008? If so, congratulations. But if you sold your home in 2011, beware. You may be in for a tax surprise. Here’s why. Under 2008 legislation designed to stimulate...

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Residential Energy Tax Credit 2011: You May Not Receive As Much Green As You Think!

August 17, 2011December 5, 2011 / TurboTaxLisa

Now that you finally paid off that nagging credit card bill with your 2010 tax refund, you’re anxious to purchase new energy efficient windows and lower your 2011 taxes with the Residential Energy Tax Credit. Going Green is socially responsible,...

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Summer Home Improvement Projects That Pay You Back

June 23, 2011November 30, 2011 / Ginita Wall, CPA, CFP®

In the summer, many of us take on home improvement projects, ranging from minor repairs to major remodeling. Though all home improvements cost money, many don’t improve the value of the home. Here are some ways to remodel your home...

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Property Taxes and You

June 13, 2011November 30, 2011 / Elle Martinez

We just received another statement from our bank, updating us on the house. Since we’ve been paying extra towards the principal, we’ve been looking forward to seeing the balance go down. Looking at our mortgage statement, though, I couldn’t help...

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