The Blue Blaze

1 Easy Thing You Can Still Do to Lower Your Tax Bill for 2017

Posted by Frankie Corrado on Feb 13, 2018 2:51:48 PM

 

A client of mine recently asked me if she could still make a 401k contribution for the prior year (2017). Unfortunately I had to explain that no, she couldn’t - that window closed on December 31st.

But good news! There is still time to save in a tax-smart way for the prior year.

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Topics: Optimal Life,, Tax prep, Financial life guidance, Financial Services

A Simple Way to Determine If You Need to File a Tax Return for Your Child.

Posted by Frankie Corrado on Feb 16, 2017 8:26:00 AM

If you’re like most parents, the day your teenager landed a job you thought, “It’s about time.”

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Topics: Tax prep

How Do I Know If The Kiddie Tax Applies To My Child?

Posted by Frankie Corrado on Feb 9, 2017 8:54:00 AM

We have a client couple who are great savers. Not only do they save more than 15 percent of their income for future goals, they save money for their children.

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Topics: Tax prep, Savers, Kiddie Tax

8 Things to Do After Jan 1 to Lighten Your (Emotional) Tax Burden

Posted by Frankie Corrado on Jan 18, 2017 11:32:31 AM

You’re a smart, capable (successful even) grown-up. And yet tax time reduces you to a procrastinating, nail biting, crazy person.

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Topics: Tax prep