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Recent Updates

With year-end approaching, 3 ideas that may help cut your tax bill

Dec 02 in Tax Info

If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick strategies that may help you trim your taxes before year-end.

1. Accelerate deductions/defer income. Certain tax deductions are claimed for the year of payment, such as the mortgage interest ... Read More ›

Don’t forget to factor 2022 cost-of-living adjustments into your year-end tax planning

Nov 17 in Emerging Tax and Regulations Alert, Tax Info

The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year, mainly due to the COVID-19 pandemic, many amounts increased considerably over 2021 amounts. As you implement 2021 year-end tax planning strategies, be sure to take these 2022 adjustments into account.

Also, keep in mind that, under ... Read More ›

Remember to use up your flexible spending account money

Nov 16 in Tax Info

Do you have a tax-saving flexible spending account (FSA) with your employer to help pay for health or dependent care expenses? As the end of 2021 nears, there are some rules and reminders to keep in mind.

An account for health expenses

A pre-tax contribution of $2,750 to a health FSA is permitted in 2021. This ... Read More ›

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