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The 10% early withdrawal penalty does not always need to sting you. Here are ways to leverage retirement assets without ...
01/23/2026

The 10% early withdrawal penalty does not always need to sting you. Here are ways to leverage retirement assets without that penalty.

While it is not a good idea to tap retirement accounts prior to retirement age, sometimes it cannot be avoided. What can often be avoided, however, is the punitive 10% penalty for early fund distributions. Outlined here are exceptions to the 10% penalty rule.

The IRS increased the standard business mileage rates for 2026. Here are the details.
01/16/2026

The IRS increased the standard business mileage rates for 2026. Here are the details.

Here are the standard mileage rates for 2026.

Reminder: Q4 estimated tax payment is due Thursday, January 15, 2026.
01/09/2026

Reminder: Q4 estimated tax payment is due Thursday, January 15, 2026.

Plan now to make your 4th quarter estimated tax payment.

Smarter tax moves, simple ways to stay organized during tax season, solid money ideas, and tech changes already shaping ...
01/07/2026

Smarter tax moves, simple ways to stay organized during tax season, solid money ideas, and tech changes already shaping daily life. Here's a quick read with value that lasts beyond January.

Happy New Year! With the holidays behind us, it's time to summarize last year's activities and prepare to file your 2025 tax return. So as you wait to receive the needed documentation, why not consider squeezing in a tax-savings New Year's resolution? This month's newsletter outlines three to consid...

The time to organize your tax records is now. Here are some suggestions.
01/02/2026

The time to organize your tax records is now. Here are some suggestions.

Looking for some ideas to make filing your taxes less cumbersome? Here are some tips.

Holiday season also marks the start of tax identity theft season. Here are some tips.
12/26/2025

Holiday season also marks the start of tax identity theft season. Here are some tips.

Now is tax theft season. Here are some tips to ensure you aren't snared in their trap.

Now is the time to plan next year's retirement contributions. Here's what you need to know.
12/19/2025

Now is the time to plan next year's retirement contributions. Here's what you need to know.

2025 contribution limits are set for retirement plans. Now is a good time to plan your upcoming retirement contributions.

The IRS announced details of the new savings accounts for children and the free $1,000 deposits into the accounts. Here ...
12/12/2025

The IRS announced details of the new savings accounts for children and the free $1,000 deposits into the accounts. Here is what you need to do now.

An IRS notice outlines key details of new Trump Accounts and the $1,000 seeding of accounts for newborns. Included is a recent announcement of a special $250 contribution to children ages 10 and under. Here are key details.

Donating your car can be a great tax deduction, while helping a worthwhile cause. But if you are not careful, your donat...
12/05/2025

Donating your car can be a great tax deduction, while helping a worthwhile cause. But if you are not careful, your donation value could be limited. Here is what you need to know.

One of the biggest contributions a taxpayer can make is to donate a used automobile. But if not careful, the value of a donated vehicle could be a lot lower than you think.

New tax rules arrive in 2026 - get a quick preview and simple steps to make your 2025 filing easier. Also have fun with ...
12/03/2025

New tax rules arrive in 2026 - get a quick preview and simple steps to make your 2025 filing easier. Also have fun with our annual holiday quiz.

Plenty of new tax laws are set to land in 2026. This issue gives you an easy way to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier. You’ll also find our holiday quiz – a fun way to test what you know about the traditions...

Time to review your annual employee benefits. Here are some tips.
11/28/2025

Time to review your annual employee benefits. Here are some tips.

November is often the time to sign up for benefits in the upcoming year with your employer. Don't forget to consider ways to save on taxes. Here are some tips.

Considering loaning yourself money from your retirement account? Read this first!
11/21/2025

Considering loaning yourself money from your retirement account? Read this first!

Many are dipping into their employer-sponsored retirement plans using the lending feature. Unfortunately, many are later faced with a tax problem!

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Glendale, CA
91206

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