Jay Kready outlines the new tax legislation designed to prevent 2025 tax hikes and deliver savings to families, seniors, and workers.
Preparing for Tax Season
January 19, 2024
Key Reminders for the 2022 Tax Season
February 28, 2023
Frequently Asked Questions About Your 2020 Taxes
March 3, 2021
Taxes are Due on Unemployment Benefits
September 4, 2020
What Most People Don’t Realize About Unemployment and Taxes This year is an anomaly, and your taxes might also be. But be prepared and pay those needed estimates. According to a June Bankrate.com survey, 49% of U.S. adults lamented, “their income has been hurt by the coronavirus pandemic and related shelter-in-place orders.” And as of […]
529 Plan: Tax Strategy
August 12, 2020
When most people think of 529 plans, they think of a long-term savings strategy for college. However, there are a few states that allow individuals to take a state income tax deduction for contributions to a 529 plan, including Pennsylvania. This presents an opportunity for an additional 529 plan strategy that focuses more on short-term […]
What Is A Fiduciary?
January 30, 2019
The Standard That Should Define Every Financial Relationship According to the Cornell Law Dictionary, “A fiduciary duty is the highest standard of care.” It entails always acting in your client’s best interest. A few years ago, the question of whether your financial advisor was acting as a fiduciary was one of the top of questions […]
A Simple Way to Save More in Taxes
October 5, 2018
One Strategy That Most People Overlook On December 22, 2017, President Trump signed into law The Tax Cuts and Jobs Act, which was the most sweeping rewrite of the tax code in more than 30 years. While the provisions of this tax reform bill went into effect on January 1st of this year, most of […]