Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

KPMonaco  // Posts tagged as "KPMonaco"

10 Feb Posted by in Newsletters | Comments

What Records Do You Need For Tax Preparation?

What Records Do You Need For Tax Preparation?

If you’re not a naturally organized person, keeping your tax preparation records in one place might not be easy. But gathering the appropriate records ahead of time will make it easier on yourself and help ensure the accuracy of your tax preparation. Choose a place to collect your records and include the following: The basics: […]

Read more...

12 Jun Posted by in Newsletters | Comments

Retirement Coming This Summer? Plan for Estimated Tax Payments

Retirement Coming This Summer? Plan for Estimated Tax Payments

Early retirement, delayed retirement, phased retirement – if you’ve decided this summer is your time to leave the workforce, you have decisions to make. One of them is whether you will need to pay estimated taxes. While you may expect your income to decrease when you’re not working, remember that you might be withdrawing funds […]

Read more...

07 Jun Posted by in Newsletters | Comments

Protect Your Family from Tax and Financial Scams

Protect Your Family from Tax and Financial Scams

The “Older Americans Act Reauthorization Act of 2016” was signed into law in April, and May is Older Americans Month, a national celebration of the many contributions of older Americans. Both events present a good opportunity to talk to your family elders about financial safety and ways to prevent scams. One place to start: The […]

Read more...