Our Financial Blog

Leadership Diversity Can Improve Financial Outcomes

Leadership Diversity Can Improve Financial Outcomes

Board and executive diversity continue to be a top priority for many corporate directors and investors as diversity, equity, and inclusion (DEI) initiatives have been linked to improved company performance. Source: FM (Financial Management)

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Individual Charitable Deductions

Individual Charitable Deductions

Charitable contributions are a great way to give back not only to your community, but to yourself around tax time! The IRS allows taxpayers to itemize charitable contributions in order to write them off–in most cases, you’re allowed to write off up to 60% of your...

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Who Meets The Filing Threshold?

Who Meets The Filing Threshold?

The IRS doesn’t require every citizen to file come tax time. It depends on your age, filing status, income level, and the source of your income. You can refer to the below table to see if you meet the requirements for filing a tax return. Filing Status Age As Of The...

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Tax Tips

A Few Other Resources We’ve Created for Our Customers

Individual Charitable Deductions

Individual Charitable Deductions

Charitable contributions are a great way to give back not only to your community, but to yourself around tax time! The IRS allows taxpayers to itemize charitable contributions in order to write them off–in most cases, you’re allowed to write off up to 60% of your...

Who Meets The Filing Threshold?

Who Meets The Filing Threshold?

The IRS doesn’t require every citizen to file come tax time. It depends on your age, filing status, income level, and the source of your income. You can refer to the below table to see if you meet the requirements for filing a tax return. Filing Status Age As Of The...

Don’t Use TurboTax

Don’t Use TurboTax

TurboTax is a popular choice for many every tax season, and while you may be drawn to the low entry price and quicker turnaround time, keep in mind that you get what you pay for, and you could end up regretting using it in the long run. TurboTax Can Be Confusing For...