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Tax Strategies for Retirees

Mar 21, 2016
A successful retirement begins with having the money you need to enjoy your new status as a “retiree”. A big component of retirement financial security is having an effective, tax-strategic withdrawal…

40 Financial Things to Know by Age 40: Part Three

Sep 30, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Taxes   The fastest way to get your refund.   According to…

Three Reasons To Start A Retirement Plan For Your Business

Oct 07, 2016
  Retirement Plans for Small Businesses and Self-Employed Individuals: Simple IRA: A good choice for businesses with fewer than 100 employees that want an easy-to-operate plan that their employees…

Charitable Giving with a Donor-Advised Fund

Oct 24, 2016
An easy, tax-smart way to manage your charitable giving. Perhaps the easiest way to grasp the potential of a donor-advised fund is to think of it as a way to make grants to charities without the expense…

What You Need to Know About Capital Gains and Losses?

Feb 22, 2017
WHEN YOU SELL AN INVESTMENT, the difference between the price you receive from the sale and your basis (generally what you paid for it) is either a capital gain or a capital loss. If you sell at a profit,…

Jet Blue is Giving Free Flights to People Who Owe Taxes

Apr 13, 2017
Travel & Leisure: Stacey Leasca, April 12, 2017. Haven’t paid your taxes to Uncle Sam yet? Luckily for you, Tax Day has been extended to April 18 this year, and things get even better if you actually…

Five Things Recent Grads Should Know About Saving for Retirement

May 18, 2017
Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…

Part One: 529 Plans - Save for Your Child’s Future and Save on Taxes

Jul 12, 2017
529 College Savings plans are state-sponsored savings plans with tax advantages that may make it easier to save for college or other post-secondary education. The plans are named after Section 529 of the…

Part Two: 529 College Savings Plans - Save for Your Child’s Future and Save on Taxes

Jul 20, 2017
Today, nearly every state offers at least one 529 college savings plan. 529 plans are state-sponsored savings plans with tax advantages that may make it easier to save for college and there are many good…

Tax Tips for Deduction of Charitable Giving

Nov 08, 2017
Posted by Davis & Hodgdon Associate CPAs, November 7, 2017. 'Tis the season for giving thanks! The holidays are upon us prompting many to consider charitable giving. Before moving forward review these…