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Category: Tax

Tax considerations relating to divorce

January 31, 2023 lifecycle Leave a comment

By Hirsch Serman, MBA, CPA, CDFA   Divorcing and divorced families can add a layer of complexity when filing their…

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Posted in: Divorce, General, Tax

New Year – New (improved) Way to Budget

December 13, 2022 lifecycle

By: Hirsch Serman, MBA, CPA, CDFA I have always been a huge proponent on having a budget.  As I have…

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Posted in: Debt, Divorce, Financial Wellness, General, Retirement, Tax Filed under: budget, Debt, Divorce, finance, financial wellness, live, livelife, parenting plan, taxes

IRS will refund $1.2B in late-filing penalties

August 30, 2022 lifecycle

The IRS will refund $1.2 billion in penalties to 1.6 million individual and business taxpayers who were fined for not…

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Posted in: Financial Wellness, Tax

2022 Tax Season Begins – What You Need To Know!

January 24, 2022 lifecycle

It is a big year for keeping up with the IRS! The IRS kicked off the tax season yesterday January…

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Posted in: Divorce, Financial Wellness, General, Tax

Here are the states with tax holidays for back-to-school shopping

July 19, 2021 lifecycle

With back-to-school shopping just around the corner, many states are offering tax-free shopping days or weekends. Alabama kicks off its…

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Posted in: Financial Wellness, Tax Filed under: backtoschool, Divorce, finance, financialwellness, live, school, Tax

Payments start today. Did you get your Child Tax Credit advance?

July 15, 2021 lifecycle

  Change is not always welcomed or easy, however, this one is good news!  Under the American Rescue Act, the…

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Posted in: Financial Wellness, Tax Filed under: finance, financial wellness, live, Tax, taxes

Understanding Your Pay Check

May 24, 2021 lifecycle

Looking at your paycheck can be confusing. What are all these withholdings? What do I actually get? Read this article to learn more.

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Posted in: Financial Wellness, General, Tax Filed under: finance, financial wellness

Check your state’s filing deadline!

April 5, 2021 lifecycle

The federal tax filing deadline has been extended to May 17, 2021. Look for your state below to see how…

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Posted in: Tax Filed under: Divorce, finance, taxes

How will the new stimulus impact me?

March 15, 2021 lifecycle

March 12: The IRS has begun distributing stimulus payments and we expect eligible people could receive their stimulus payments as early…

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Posted in: Financial Wellness, General, Tax Filed under: finance

Best Uses For Your Refund

May 15, 2020 lifecycle

By Hirsch Serman, MBA, CPA By now many have filed and even received their tax refunds.  Our situation is vastly…

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Posted in: Debt, Financial Wellness, Tax

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