Summer Savings: Ways to Potentially Minimize Your Tax Bill

Summer Savings: Ways to Potentially Minimize Your Tax Bill

By Jeff Wolfe, Esq. Senior Vice President, Manager of Wealth Planning Strategies   What times we live in. We’ve seen markets quickly bottom in March of 2020 due to COVID fears, then quickly springboard back to record highs. All the while, you are...

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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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Consider Ways to Minimize Your Tax Bill

Consider Ways to Minimize Your Tax Bill

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies We all look to create the best portfolio for our personal goals. Some of the important choices to help do that include whether you should invest in a stock as opposed to a...

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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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Happy Tax

Happy Tax

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services It is understood that the phrase “Happy Tax” is a bit of an oxymoron, but as an investor that truly is what the capital gains tax is.  Did you make the investment hoping the...

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Summer Savings Strategies: Minimize Your Tax Bill

Summer Savings Strategies: Minimize Your Tax Bill

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies There are lots of components to investment decisions:  stock vs. bond, growth vs. value, industry trends . . . the list goes on and on.  While taxes should not be a driving...

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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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