by Nanette Duffey | Mar 20, 2023 | Insights, Taxes
Do you feel that with each approaching tax deadline, you are playing the starring role in the latest science fiction flick—one where the main character wakes to a recurring nightmare? Just filing your tax return seems like an ordeal, but then you receive news that...
by Nanette Duffey | Mar 13, 2023 | Insights, Taxes
Based on true events. Details have been changed or combined to protect privacy. As regular visitors to vacation destinations, savvy investors gain a first-hand understanding of the local rental market—including rental rates and purchase price, plus identifying all the...
by Nanette Duffey | Mar 6, 2023 | Insights, Taxes
Have you ever heard your CPA mention a “tax transcript”? Do you find yourself momentarily reminiscing about your college days, wondering how a “transcript” will benefit you? The quick answer is that a tax transcript is a tax record, either physical or virtual, of your...
by Nanette Duffey | Feb 13, 2023 | Financial Partners, Insights, Taxes
Who can move mountains of papers with just the push of a button? Who enjoys opening those perforated, tear-apart tax mailers? Who thinks a blank tax planner is like going on a giant scavenger hunt? These are just some of the many talents and skills that allow a...
by Nanette Duffey | Apr 5, 2022 | Insights, Investments, Taxes
An Individual Retirement Account, better known as an IRA, is exactly what it says it is: a retirement account for individuals. Even if you participate in an employer-sponsored plan, you’ll likely be eligible to contribute to an IRA account. But did you know...
by Nanette Duffey | Mar 21, 2022 | Bill Paying + Banking, Insights, Taxes
Whether or not your tax return is ready to file, the IRS deadline of April 18th, 2022 is fast approaching. With only a few weeks to spare, even if you file your taxes today, the best thing to do is pay any Federal or state taxes you owe directly online. We believe...
