by oakcrestuser | Sep 9, 2022 | Insight - Newsletter
September 2022 – Newsletter – In this issue: Traditional vs. Roth IRA, Five most overlooked tax deductions and 9 facts about social security. Read...
by oakcrestuser | Sep 9, 2022 | Personal Finance
By May 20, 2022, over 145 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether or not they realized it. When you take the time to learn more about how it works, you may be able to...
by oakcrestuser | Sep 6, 2022 | Personal Finance
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to...
by oakcrestuser | Aug 30, 2022 | Personal Finance
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS does not exempt anyone from the requirement to file...
by oakcrestuser | Aug 26, 2022 | Retirement Planning
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains...
