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Archive for 'Taxes'

By Cindy Szymanski, CFP®, Financial Advisor This year, the tax season deadline is April 18, 2016. We get an extra day because of the celebration in Washington of Emancipation Day on April 15th. This extra day is also good for sending in your first quarterly estimated tax payment. Even with the extra day, some of […]

By Cindy Szymanski, CFP®, Financial Advisor For most of us the 2014 tax filing season is over. If you recently filed your return, but have not yet received your refund, you need to be vigilant on keeping track of your refund status, because tax Identity theft continues to be a real problem. For example, you […]

Charitable Foundations and Your Taxes

By Cindy Szymanski, CFP®, Financial Advisor Many of us make regular charitable donations. Whether it is cash to a religious organization or a favorite charity, or maybe clothing/household items to organizations like Purple Heart, Red Cross or the Salvation Army – most of us donate something to a non-profit organization by the end of the […]

By Ken Bloom, J.D., LLM Bloom Asset Management Fall is a perfect time to begin tax planning for 2014, because waiting too long can be disastrous. This year tax planning is especially challenging because Congress has failed to act on many tax breaks that expired at the end of 2013. Given the gridlock in Washington […]

Graduation and Taxes

By Cindy Szymanski, CFP® Financial Advisor, Bloom Asset Management May has arrived and our Michigan record-breaking winter is finally behind us! Many college graduates have recently celebrated with commencement ceremonies and are ready to get out into the working world (or at least start looking). If you are a recent college grade, along with job […]

By Cynthia Szymanski, CFP® Financial Advisor It’s official – tax season is here! The IRS started accepting tax returns at the end of last month. Whether you have a tax professional prepare your tax return or you complete it yourself, new tax laws will make this year and the next couple of years more complicated […]

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