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Weekly Tax Tip Dec 4, 2023

December 5, 2023

If you are retired and have low income, don’t leave tax free income on the table. You could be missing out on tax free money of $1,000 up to $20,000 depending on filing status and age. Plan your distributions from your IRA and 401k accordingly. Listen every Saturday at 3pm on WBEN or for … Read More

Weekly Tax Tip November 27th 2023

November 27, 2023

Are you investing in Crypto Currency? If you sell or exchange Crypto that is a taxable transaction and needs to be reported on Form 8949/Schedule D. Listen every Saturday at 3pm on WBEN or for our live tax show.

Weekly Tax Tip November 20th 2023

November 20, 2023

If you use Venmo or any similar cash apps on a regular basis where you received more than $600, you will receive a 1099K this year and it is up to you to allocate it as personal, business, or rental. Start allocating your transactions now. Listen every Saturday at 3pm on WBEN or for … Read More