by Aaron Witten | Mar 15, 2022 | Blog
Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software...
by Aaron Witten | Mar 7, 2022 | Blog
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS does not exempt anyone from the requirement to file...
by Aaron Witten | Feb 22, 2022 | Blog
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage...
by Aaron Witten | Jan 13, 2022 | Blog
The end of the year can help remind us of last-minute things we need to address and the goals we want to pursue. To that end, here are some aspects of your financial life to think about as this year leads into the next. Keep in mind, this article is for informational...
by Aaron Witten | Jan 9, 2022 | Blog
You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are considered “discounting mechanisms,” meaning they are looking six-...
by Aaron Witten | Jan 2, 2022 | Blog
While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1 For now, it appears that changes to capital gains and...
