• Forget to File? The IRS Didn’t Forget About You

    Forget to File? The IRS Didn’t Forget About You

    If you haven’t filed yet and expect to owe, submit an extension ASAP to dodge the hefty late filing penalty.

  • You Always Owe? Fix that this Year…

    You Always Owe? Fix that this Year…

    Taxes can be a headache, but the IRS actually does give you a few tools to avoid overpaying—or worse, getting hit with a surprise bill. Remember your estimates aren’t set in stone. If your income or deductions shift mid-year, your payments can too. Check in periodically to make sure you’re not leaving savings on the table—or opening…

  • Backdoor Roth IRA Conversions: A Powerful Strategy for High Earners

    Backdoor Roth IRA Conversions: A Powerful Strategy for High Earners

    High-income taxpayers are often phased out of making direct Roth IRA contributions due to income limits, fortunately, the “backdoor Roth IRA” offers a legal workaround…