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Author: Barbara Agerton

Budget, Casualty Loss, Debt, Fraud, General Tips, Income, Life Changes, Refunds, Small Business, Videos

Videos

Life Events: A New Birth

November 4, 2018January 12, 2021Tax Videos
General Tips

3 reasons why your child should (or shouldn’t) have life insurance

Should you carry life insurance on your children? Read on to learn the most common considerations when making this decision.

Continue reading “3 reasons why your child should (or shouldn’t) have life insurance” →

March 7, 2018March 7, 2018
General Tips

Here’s a roundup of your nontaxable income

Good news – there are a lot of revenue sources that aren’t taxed. You may have an idea of what they are, but here’s a quick list to review. Continue reading “Here’s a roundup of your nontaxable income” →

March 7, 2018March 7, 2018
General Tips

Do you need to take an RMD? April 1 might be an important date for you

April 1 is the last day you can take your required minimum distribution (RMD) for 2017 from your traditional IRAs. If you reached age 70½ last year, this is a big deal. Continue reading “Do you need to take an RMD? April 1 might be an important date for you” →

March 7, 2018March 7, 2018
General Tips

Putting your tax refund into a retirement account? Read this

Considering depositing your tax refund into your retirement account? Make sure no snafus happen along the way. Continue reading “Putting your tax refund into a retirement account? Read this” →

March 7, 2018March 7, 2018
General Tips

Tax Time Services + Intuit

Intuit Link is an online portal for you and your accountant (that’s us) to connect and deliver tax documents to complete your tax return. No more bulky tax packets or piles of paper. Now you can deliver your information simply and securely online.

Continue reading “Tax Time Services + Intuit” →

February 26, 2018February 26, 2018featured
Fraud, General Tips

Time to go through your tax records? Consider this

You’re probably getting ready to go through last year’s records and prepare for this year. But what should you keep and what can you throw away? Here are some things to keep in mind as you sort through your records.

Continue reading “Time to go through your tax records? Consider this” →

February 13, 2018February 26, 2018
Casualty Loss, General Tips, Small Business

Why walking away from sunk costs is the best option

Business owners and managers can let emotions dominate the decision-making process. Instead, move past sunk costs with grace and confidence knowing it’s the smartest business decision to make.

Continue reading “Why walking away from sunk costs is the best option” →

February 13, 2018February 26, 2018
Budget, General Tips, Income, Life Changes, Saving

Emergency funds: Why they’re worth it

Emergency funds can be a lifesaver. Do you have extra funds saved for unexpected times? If not, it’s time to consider how much you’ll need if you fall on hard times.

Continue reading “Emergency funds: Why they’re worth it” →

February 12, 2018February 26, 2018
General Tips, Life Changes

The new tax act means big changes for taxpayers

Big tax law changes mean even bigger opportunities for taxpayers. Take a look at some of the changes to come out of the Tax Cuts and Jobs Act and consider how they could affect you.

Continue reading “The new tax act means big changes for taxpayers” →

February 7, 2018February 26, 2018

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115 Balsam St. Ste. B Ridgecrest, CA 93555
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