January 03, 2018
Key Facts About the SEP IRA

The Simplified Employee Pension IRA can be an important benefit in your tax arsenal if you are an employer and a great retirement plan if you are an employee or self-employed. Here are some of the most crucial facts about the SEP IRA, based on the IRS Tax Code and this article by Selena Maranjian.

December 06, 2017
Trump Tax Plan 2.0 News

The Trump/GOP tax bill has now passed in both the House and Senate, in different versions. Below are summarized the main commonalities and differences in the two bills, based on information outlined by Kimberly Amadeo.

November 24, 2017
Things to Know about a 529 Plan

A 529 plan is used to save for college. It provides tax advantages so that people are encouraged to save for their (and their children's) future.

November 20, 2017
How to Retrieve Your Prior Tax Information

If you are applying for a loan, mortgage, or a VISA, you may need to get a copy of your tax return from a prior year. Though most people keep a copy, there are times when they get lost.

November 02, 2017
Accountants vs CPAs: What’s the Difference?

People often confuse the roles of accountants and certified public accountants (CPAs). While they are much alike, many of the responsibilities and levels of authorities differ. All CPAs are accountants, but not all accountants are CPAs.