Fall Newsletter
Our Fall Newsletter includes a mid-year tax planning checklist that makes it easier for you to keep track of major life events that could affect your tax situation. We don’t want you to miss opportunities that could reduce your tax liability and save you money.
Tax Calendar
Keep track of important deadlines throughout the year and file your taxes on time.
Mid-Year Tax Planning Checklist
All too often, taxpayers wait until after the close of the tax year to worry about their taxes, missing opportunities that could reduce their tax liability or help them financially. Fall is the perfect time for tax planning, so call us for an appointment.
Vehicle Purchase Tips: Make Those Deductions Work for You!
The purchase of a new vehicle has tax ramifications that should be considered, regardless of its use.
Plan Ahead for the "Golden Years"
There are a number of tax incentive retirement plan options for taxpayers who wish to put aside money for their retirement years. Many employers provide qualified plans, such as 401(k) plans and the equivalent 403(b) plans, for employees of public schools and tax-exempt organizations.
Getting the Most Out of Employee Business Expense Deductions
Individuals can deduct as miscellaneous itemized deductions certain expenses that they incur in the course of their employment. Generally, qualified business expenses are unreimbursed expenses that are both ordinary (common and accepted in your industry) and necessary, and do not include personal expenses.
Charitable Contributions: What’s New in the Tax Code?
Although Congress has been active in the past few years enacting laws to curtail overstated and unverified contributions, the tax code still contains incentives to encourage contributions to approved charitable organizations. However, tax deductions must be itemized in order to deduct a charitable contribution, which means that there is no tax benefit gained if the standard deduction is taken.
Since You Asked...
Answers to commonly raised tax questions.
E Thomas Associates Inc. is a registered investment advisor in Kentucky.
Dave Smith & Tony King are Registered Representatives of and securities are offered through Dalton Strategic Investment Services, Inc., member FINRA & SIPC. 6408 River's Edge Rd, Greenville, OH 45331
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