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Disposable Income Explained

Disposable income serves as a key economic indicator. It reflects the financial health and spending power of individuals and households. It represents the money available after taxes, providing a glimpse into how much individuals can spend, save, or invest. However, taxes play a significant role in shaping disposable income, influencing spending patterns and economic behaviors. […]

I Filed a Tax Extension. Now What?

Filing taxes can be a stressful ordeal for many individuals, but for some, the April deadline comes too soon. If you’re one of the many Americans who filed for a tax extension, you’ve gained a little breathing room. However, it’s essential not to let that extra time slip away without acting. Here’s a guide on […]

Taxes on Inherited Accounts

Inheriting assets can be a bittersweet experience. While it often signifies the passing of a loved one, it can also provide financial stability and opportunities for the future. However, along with the emotional and financial aspects of inheritance come tax implications, especially regarding inherited accounts. Understanding how taxes apply to inherited accounts is crucial for […]

Tax Tips for Remote Workers 

In an era where remote work is becoming increasingly prevalent, individuals are enjoying the freedom and flexibility that come with working from the comfort of their own homes. However, along with this newfound flexibility comes the responsibility of managing your finances efficiently, especially when it comes to taxes. Remote workers face unique tax considerations that […]

Expenses You Didn’t Know Were Tax Deductible

Tax deductions can help lower your tax bill and even increase your tax refund on your return. While most people are aware of common deductions like mortgage interest, charitable donations, and medical expenses, there are a plethora of lesser-known expenses that could potentially save you money on your taxes. There are several tax deductions you […]

What is the VITA Program?

Tax season can often be a stressful time for many individuals and families, especially those with limited financial resources or complex tax situations. Fortunately, there exists a vital resource that provides much-needed assistance to these individuals: the Volunteer Income Tax Assistance (VITA) program. Developed by the IRS, the VITA program offers free tax help to […]

Tax Tips for Last-Minute Filers

Filing your taxes can be stressful. Filing at the last minute can only add to the stress. As April 15th looms closer, the annual flurry of last-minute tax filers begins. Whether due to procrastination or complexity, many individuals find themselves scrambling to organize their finances and complete their tax returns before the deadline. If you […]

What If I Can’t Pay My Taxes?

Every year, millions of individuals and businesses face the intimidating task of paying their taxes. However, there are instances where meeting this financial obligation becomes challenging or even impossible. There are times when you might’ve asked yourself, “What if I can’t pay my taxes?” Whether due to unexpected expenses, changes in income, or other unforeseen […]

Ask Phil: Tips To Avoid Levies & Liens 

Today, Phil gives his top tips on how to avoid IRS levies and liens.   Tip #1: Don’t Owe the IRS  Avoiding owing the IRS begins with responsible financial management and proactive tax planning. First, maintain accurate records of all income and expenses throughout the year, ensuring you’re well-informed about your financial standing. Next, regularly review […]