Let’s Do the Numbers: The 2024 Financial Planning Updates You Need
New year, new numbers! From contribution limit changes to tax law updates and more, get ready for 2024 with the know-how you need to make the most of your financial plan.
Taxes
2022 Tax Prep Recap — Plus 2023 Tax Changes and Tax Planning
Whether it's getting withholding right, properly utilizing an HSA, making the most from the tax efficiency of rental property, or taking advantage of new tax laws, the key is to stay engaged and proactive in your 2023 tax planning. Read about Jason’s takeaways from the recent tax season and tax planning opportunities for 2023.
Tax Avoidance vs. Tax Evasion
April 18 is just around the corner! Want to avoid paying taxes? Learn about completely legal tax avoidance measures and illegal tax evasion missteps to sidestep.
Decrease Your Homeownership Costs
Even with the overwhelming nature of moving into a new home, there are plenty of opportunities to make your life easier — and save some money — as a homeowner.
How the Tax Deadline Change Could Affect You
With the deadline to file and pay 2020 taxes extended to May 17, 2021, for federal filers as well as taxpayers in Colorado and California, here's what you need to know about the change and how it could impact you. Learn the details of what's changing, what isn't — and why you shouldn't wait to file even though you've got more time this year.
Income Taxes: To DIY This Year or Work With A Preparer?
Will you be preparing your own income taxes this year, or are you planning to call in a tax pro? If you're on the fence, read on to see if you fall into the DIY camp or if working with an expert might be best for your situation this time around. Plus, get tips for finding a tax preparer, including some of the credentials you may want to look for.
In the Mood for Giving
My evidence may be anecdotal, but I like to think of Fort Collins as a philanthropic city. Sharing a home with a major university and several very worthy nonprofit organizations, it seems many Fort Collins residents open their hearts and their wallets to great causes. As the year is coming to a close and the holidays fast approaching, now is as good a time as any to talk about charitable giving.
My Company Just Had Its IPO. Now What?
Your employer just had an Initial Public Offering (IPO). While you’ve worked there, you and your co-workers have been rewarded with stock and/or stock options, and you knew that there might be a big payday with an IPO. Now it’s happened — and you’ve got some big decisions to make.
Tax Deadline Postponed: What You Should Know
How could the new tax deadline of July 15, 2020, impact you? Learn what’s changing at the federal and state levels, how you can make the most of the postponement, and how to stay up to date.