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Category: Individual Tax Articles

2020 Form W-4

December 6, 2019 Mark Schwanbeck

The final version of the 2020 Form W-4, Employee’s Withholding Certificate, is now available. The new W-4 form better incorporates…

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Posted in: Individual Tax Articles

What is an NTPI Fellow?

November 21, 2019 Mark Schwanbeck

In November 2019, I completed my training and became an NTPI Fellow. In order to enroll in the National Tax…

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Posted in: Individual Tax Articles

Higher Education Tax Credits

October 17, 2019 Mark Schwanbeck

Paying for college can reduce your taxes There are two education credits that can help taxpayers with higher education costs:…

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Posted in: Individual Tax Articles, IRS Tips

Check Your Beneficiary Designations

September 5, 2019 Mark Schwanbeck

When was the last time you checked bank and financial account beneficiaries? For many people, these critical decisions are made…

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Posted in: All, Financial Planning, Individual Tax Articles Filed under: Bank Account Beneficiaries, Contingent Beneficiaries, Life Insurance Beneficiaries

Thinking About Purchasing a Vacation Home and Renting It Part-Time?

August 22, 2019 Mark Schwanbeck

My wife and I recently spent a week at Bass Lake near Yosemite in California. The weather was perfect and…

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Posted in: Individual Tax Articles Filed under: Rental Properties, Vacation Rentals

Time for Your Mid-Summer Tax Checkup

July 30, 2019 Mark Schwanbeck

Summer is the perfect time for you to review your tax withholding and plans for the current tax year. Here…

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Posted in: Individual Tax Articles Filed under: Tax Planning, W-4 Withholding Form

Do You Have A Foreign Account?

July 22, 2019 Mark Schwanbeck

Here’s What You Need to Know When it comes to taxes, the world is a small place and it’s getting…

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Posted in: All, Individual Tax Articles, IRS Tips

How Complicated is the IRS?

July 17, 2019 Mark Schwanbeck

IRS published a map that’s like a subway system for navigating all the ways to work with our complicated tax…

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Posted in: All, Individual Tax Articles, Small Business

Recently married? Here’s what to do to get ready for next year’s tax return.

June 29, 2019 Mark Schwanbeck

Did your Name Change? The first thing is to make sure you tell the Social Security Administration if you changed…

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Posted in: Individual Tax Articles, IRS Tips

How Do I Tell the IRS That I Have A New Address?

June 28, 2019 Mark Schwanbeck

The IRS says that there are four ways to let them know when you move and have a new address.…

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Posted in: All, Individual Tax Articles, IRS Tips, Small Business Filed under: Moving, New Address

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