Tax Tips, Articles & More for Toms River Businesses & Individuals

"It's not what you earn, it's what you keep."

  • November Tax Tips

    November NewsletterNovember 2019This month:November 11- Veterans DayNovember 28- ThanksgivingNovember 29- Black Friday (shopping deals day)Reminder- Conduct year-end tax and financial planning2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that'll help you save. Plus, consider how the 2020 Social Security changes will affect your plans.   Read More...

  • October 2019 Tax Tips

    Newsletter October 2019This month:October 1- SIMPLE IRA plan establishment dueOctober 15- Extended individual and C-corp tax return filing deadlineOctober 31- HalloweenAutumn’s in full swing, meaning it’s time to start preparing for the busy months ahead. You can get ready by learning about the Form 1040 updates you’ll see this 2019 tax season. Call if you would like to discuss how this information relates to you.   Read More...

  • SEPTEMBER 2019 TAX TIPS

    Newsletter September 2019This month:September 2- Labor DaySeptember 16- 3rd quarter estimated tax due- Filing deadline for 2018 S corp and partnership returns that received extensionOctober 1- SIMPLE IRA plan establishment dueThe IRS Is Not Always RightA letter in the mailbox with the IRS as the return address is sure to raise your blood pressure. Here are some tips for handling the situation if this happens to you:Stay calm. Try not to overreact to the correspondence.   Read More...

  • August 2019 Tax Tips

    Newsletter August 2019September 2: Labor DaySummer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you've had, or will have, any special taxable events this year. The first article highlights five taxable items that come as a surprise to many people.   Read More...

  • JULY 2019 TAX TIPS

    Newsletter July 2019This month:July 4: Independence DayTax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. Maximizing your tax savings starts with an effective mid-year strategy! Detailed here are some ideas to kick-start your summer tax planning.   Read More...

  • JUNE 2019 TAX TIPS

    Newsletter June 2019This month:June 16: Father's DayJune 17: 2nd quarter estimated taxes dueJune 17: 2018 tax deadline for U.S. citizens living abroadSummertime offers unique tax saving situations. Outlined here are ideas everyone can use.   Read More...

  • APRIL 2019 TAX TIPS

    Newsletter April 2019This month:April 15:- Individual tax returns due- C corporation tax returns due- First-quarter 2019 estimated tax dueApril 21: Easter SundayOther April 15 Deadlines:- Six-month filing extension- 2018 gift taxes- 2018 IRA contributions- 2018 HSA contributionsTax day is upon us! As we tie a bow on the first tax season using the new tax laws, here's a fun tax quiz you can use to impress your friends with some quirky state tax knowledge. This issue also includes handy metric...  Read More...

  • February 2019 Tax Tips

    NewsletterFebruary 2019This month:February 14: Valentine's DayFebruary 18: Presidents' DayReminders:- Receive all 1099s and W-2s- Set up tax appointment- Rebalance investment portfoliosAll systems go for tax season! Filing season kicked off on Jan. 28 and tax returns are pouring into the IRS.   Read More...

  • JANUARY 2019 TAX TIPS

    NewsletterJanuary 2019This month:January 1: New Year's DayJanuary 15: 4th Quarter Estimated Payments DueJanuary 21: Martin Luther King Jr. DayStart tax planning for the new year:- Adjust withholdings- Organize filing records- Schedule tax consultation- Rebalance investment portfolioThe new year is upon us! As you finish cleaning up the champagne glasses and confetti, now is the time to start thinking about your tax preparation plan.   Read More...

  • December 2018 Tax Tips

    December 2018This month:December 2: Hanukkah beginsDecember 25: Christmas DayDecember 26: Kwanzaa beginsJanuary 15: 4th Quarter Estimated Payments DueTake final year-end actions:Deductible giftsCapital gains/lossesCharitable givingDividend incomeHappy holidays! Tis the season for family, friends, food, and of course ... last second tax moves!   Read More...

  • NOVEMBER 2018

    NewsletterNovember 2018This month:Sunday, Nov 11th: Veterans DayThursday, Nov 22nd: ThanksgivingFriday, Nov 23rd: Black Friday (shopping deals day)Monday, Nov 26th: Cyber Monday (online deals day)Tuesday, Nov 27th: #GivingTuesday (charitable giving day)Reminder: Conduct year-end tax and financial planningIt's November and the holiday season is upon us. With the end of the year less than two months away, now is the time to run down your annual year-end checklist. Before you dig in to some tur...  Read More...

  • OCTOBER 2018

    NewsletterOctober 2018This month:October 1: SIMPLE IRA plan establishment dueOctober 15: Extended individual and C-corp tax return filing deadlineOctober 31: HalloweenThe leaves are starting to change colors and cool air is just around the corner. With the fourth quarter upon us, now is the time to finalize your tax plans before the busy holiday season arrives. Included here are some steps you can take to jumpstart the process for you.   Read More...

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