Objective Advice You Can Trust

What’s the Difference Between Marginal and Effective Tax Rates?

In order to explain the difference between “marginal” and “effective” tax rates, it’s important to first dispel a common misconception:…

Read More

Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

Read More

What You Can Learn From Your W-2 Tax Form

Only employees will receive a W-2; if you’re among the growing ranks of people working in the “gig economy,” you’ll…

Read More

What You Can Learn From Your 1099 Tax Forms

The first thing to know about 1099s is that there are several different subtypes: 1099-DIV, 1099-INT, 1099-R, 1099-MISC, and so…

Read More

What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushered in significant…

Read More

Your 2018 Tax Fact Sheet

The turn of the calendar page usually ushers in a few small tax adjustments – allowable 401(k) and IRA contributions…

Read More