Tax Tip Tuesday: A Look Back at Our Tax Tips

Tax Tip Tuesday: A Look Back at Our Tax Tips

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies With tax season ending yesterday that doesn’t mean you need to forget about your tax situation. It’s time to look forward to the rest of this tax year to plan for your...

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Tax Tip Tuesday: Where’s My Refund?

Tax Tip Tuesday: Where’s My Refund?

By Theresa Cagle Fry, Senior Vice President and Manager of IRA's, Retirement & Education Planning If you have filed your tax return and are anxiously awaiting your income tax refund, the IRS (and most states) now have a variety of ways for you to...

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Tax Tip Tuesday: Higher Income Continues to Mean More Taxes

Tax Tip Tuesday: Higher Income Continues to Mean More Taxes

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Tax rules have generally remained unchanged, which is a good thing given rates are historically low.  However, even though the tax rules haven’t changed that doesn’t mean...

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Tax Tip Tuesday: SEP IRAs and Retirement Plan Reminders

Tax Tip Tuesday: SEP IRAs and Retirement Plan Reminders

By Ed O’Neal, Senior Vice President and Manager, Retirement Plans We’ve now gotten far enough into 2022 that many taxpayers have started to carefully assess their tax situation for the 2021 tax year. And for many business owners, this is the time of year...

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Tax Tip Tuesday: Beware of Potential Tax Scams

Tax Tip Tuesday: Beware of Potential Tax Scams

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies The IRS continues to publish warnings for taxpayers about the multiple tax scams attempting to gain access to personal information, steal tax refunds or rip off...

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Tax Tip Tuesday: Working With a Tax Preparer

Tax Tip Tuesday: Working With a Tax Preparer

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing For many people, preparing and filing their tax return can be a time consuming and challenging process. On top of an already complex tax code, keeping up with various annual...

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Tax Tip Tuesday: When is the Best Time to File?

Tax Tip Tuesday: When is the Best Time to File?

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans Tax season brings with it a number of key decisions for taxpayers, so it’s important to be aware of important tax deductions and key tax credits. But perhaps one of the most...

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Tax Tip Tuesday: Tax Season Arrives!

Tax Tip Tuesday: Tax Season Arrives!

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies While we continue to hope that COVID doesn’t become one of the “guarantees in life,” another lifetime guarantee – taxes – are in season. The good news is that while tax...

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Tax Tip Tuesday: Start Planning Now for Next Year

Tax Tip Tuesday: Start Planning Now for Next Year

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies Well, the extended tax season finally ended this week, and while the tax rules generally stayed the same for the 2020 tax year, it appears change may be on the horizon. So,...

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Tax Tip Tuesday: A Retrospective of Tax Tips

Tax Tip Tuesday: A Retrospective of Tax Tips

By Jeffrey R. Wolfe, Senior Vice President and Manager, Wealth Planning Strategies   As we come to the end of an extended tax season, there’s still a little time left to complete your tax return if you haven’t already done so; there’s also time to...

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Tax Tip Tuesday: Is My Social Security Taxable?

Tax Tip Tuesday: Is My Social Security Taxable?

By Theresa Fry, Senior Vice President and Manager, IRA's, Retirement and Education Planning At one time, all Social Security benefits were tax free. Today, if your only source of retirement income is Social Security, then your benefits may still be tax...

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Tax Tip Tuesday: Beware of the Dirty Dozen of Tax Scams

Tax Tip Tuesday: Beware of the Dirty Dozen of Tax Scams

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Tax scams continue to rise, including new Covid-19 related scams. The IRS continues to monitor their “Dirty Dozen” of tax scams. These are the most common and most dangerous...

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Tax Tip Tuesday: Higher Income Continues to Mean More Taxes

Tax Tip Tuesday: Higher Income Continues to Mean More Taxes

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies The vast majority of tax rules haven’t changed, which is generally a good thing given rates are historically low. However, just because the tax rules haven’t changed that...

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Tax Tip Tuesday: Working With a Tax Preparer

Tax Tip Tuesday: Working With a Tax Preparer

By Chris Whiting, CFP®, Executive Vice President, Director of Sales and Marketing For many people, preparing and filing their tax return can be a complex and frustrating process – and unfortunately, things do not seem to be getting any easier. The 2020...

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Tax Tip Tuesday: When is the Best Time to File?

Tax Tip Tuesday: When is the Best Time to File?

By Edward “Ed” V. O’Neal, Senior Vice President and Manager, Retirement Plans As we enter yet another tax season, it may evoke the age-old question for many, “Should I file my taxes early, or wait until the deadline?” As with many quandaries, there is no...

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Tax Tip Tuesdays: Filing Early, Are There Benefits?

Tax Tip Tuesdays: Filing Early, Are There Benefits?

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans As the tax deadline approaches, you may be trying to determine the best time to file your taxes.  Should I focus my attention on it now or relax and wait until it gets closer to April...

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Tax Tip Tuesdays:  To File Early or Not, That is the Question!

Tax Tip Tuesdays: To File Early or Not, That is the Question!

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans Once again, it’s that time of year when we all have to start preparing for tax season.  Tax season can often cause angst and evoke a number of concerns from taxpayers, with one common...

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