Taxes
You may get a 1099-K for Venmo and PayPal payments. Here’s how to prepare — and shrink your tax bill
In 2022, the IRS may begin issuing 1099-K forms. These documents report income from third-party payment apps, like PayPal. Learn what you can do to protect yourself and minimize your…
Read MoreA Year-End Surprise: A Tax Bill on Top of Your Mutual-Fund Losses
If a huge market correction comes, leaving money in the market could be costly. This Wall Street Journal article discusses some of the biggest mistakes individuals make when it comes…
Read More3 Simple Tax Moves to Do Now That Can Save You Money Later
There are a number of tax planning opportunities that many people overlook at this time of the year. Here are a few simple ideas to help you maximize your tax…
Read MoreWhat the IRS’s New Tax Brackets Mean for You
Considering the tax provision adjustments the IRA makes for annual inflation, many Americans are going to see lower taxes this coming season. How are these changes going to affect your…
Read MoreETFs Have a Tax Advantage Over Mutual Funds
Sometimes it’s hard not to confuse tax efficiency for tax immunity, but when the main selling point of exchange-traded funds is that they cater more to those tax-aware investors, their…
Read MoreThese Are the New Federal Tax Brackets and Standard Deductions for 2023
Due to inflation, the IRS has had to adjust the standard deduction and other tax provisions for the upcoming 2023 year. Check out this Barron’s article to see if you’ve…
Read MoreThis Is The Best Tax Move You Can Make Right Now
As 2022 has left many with a sour taste, Barron’s has some action items that you can do right now that may help to reduce your future tax bills. CLICK…
Read MoreHow to turn stock losses into tax savings, and other ways to trim your tax bill
During a volatile market, it is important to understand the tax advantages available to you. This article explains expert’s top strategies in trimming your 2022 tax liability. CLICK HERE TO…
Read MoreThis Is the Worst Time to Use Tax-Loss Harvesting
When markets are down, is tax-loss harvesting really the best option for you? See what tax professionals say is the opportune time to utilize this strategy. Enjoy this complimentary…
Read MorePodcast 101: The Art of the Negotiation
Check out the latest episode of Ask Gregory, Gregory takes a step back from the financial talk to bring you the art of negotiation! Get your complimentary guide…
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