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Tax Planning

Happy Forget-Me-Not Day – What Not to Forget to do Before Tax Season

November 11, 2016 July 19, 2019 / Ginita Wall, CPA, CFP®

National Forget-Me-Not Day is a day to reconnect with friends and family that you might not see regularly. Take a minute that day to let someone know that you are thinking about them with an email, phone call or letter....

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Tax Planning

How to Visit Family Abroad During the Holidays on Budget

November 4, 2016 July 12, 2019 / Elle Martinez

Over the next few months, you may be seeing your family during the holidays. For some, that means going out of the country to catch up with relatives and close friends. Just because you’re traveling to places like Mexico or...

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Tax Planning

Real Talk Series: I lost my job this year. What do I need to know before filing my taxes?

November 2, 2016 December 20, 2016 / TurboTaxLisa

Q: I lost my job over the summer. Do I need to report anything differently on my taxes this year? A: I’m sorry to hear about your loss of employment this year. Losing a job can really set you back...

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Tax Planning

Year-End Small Business Tax Tips

November 1, 2016

When the tax year begins to wind down small businesses wonder if there are any last-minute tax tips that can save money. Here are some strategies that can work for year-end planning, but can also come in handy any time throughout the year.

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Tax Planning

5 Reasons Why Taxes Aren’t As Spooky As You May Think

October 31, 2016 / Jim Wang

Do you avoid planning for filing your taxes because you’re spooked that it won’t go well? Try to relax a bit. Taxes don’t have to be as gory as our darkest imaginations can have us believe – here’s why. 1....

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Tax Planning

It’s Hurricane Season! Here’s How to Safeguard Your Documents from Natural Disaster

October 24, 2016 September 7, 2017 / TurboTaxLisa

Hurricane Isaac struck the Gulf Coast this week and although it was downgraded to a tropical storm, it is still causing devastating floods in Louisiana and Mississippi. With hurricane season upon us, do you know what you would do if you lost important documents like your tax records and how to safeguard them? Here are helpful tips to help you safeguard your records.

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Tax Planning

Extension Deadline One Week Out: How to File Taxes Fast Now

October 10, 2016 July 11, 2019 / Ginita Wall, CPA, CFP®

October 15 is right around the corner. No matter whether you are due a tax refund or owe money, you probably want to spend as little time as possible filing your tax return, so my advice is to prepare and file your tax return online with e-file.

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Tax Planning

One Month Left to File Tax Extension Returns: 3 Things To Do Now

September 18, 2016 / TurboTaxBlogTeam

Remember when you filed for a tax extension last April and gained six extra months to file your taxes? Well, time flies, and unfortunately the October 17 deadline is getting closer. No matter whether you are due a tax refund...

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Tax Planning

Back to School Series: It’s Time to Use your 529 Savings. Now What?

August 24, 2016 July 18, 2019 / Ginita Wall, CPA, CFP®

Your child is off to college for the very first time – how exciting! If you’ve planned properly, you have the funds you need to finance his educational adventure sitting in his 529 plan. Now it is time to withdraw,...

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Tax Planning

Real Talk Series: My Mom Died This Year. How Do I File Her Taxes?

August 15, 2016 December 20, 2016 / TurboTaxLisa

Q: My mother passed away earlier this year. As her main caregiver, I will handle filing her taxes next year. Do you have any tips on how I would go about this? It would be great if this process could be as easy and painless as possible. ...

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