Posts Categorized: Taxes

3 Ways to Allocate Your Tax Refund

3 Ways to Allocate Your Tax Refund

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

Guess what’s coming up? That’s right: The 2012 income tax deadline. Wooohooo! If you haven’t already completed your 2012 tax return, make sure you schedule an appointment with your tax professional today to get your tax returns completed by April 15, 2013. Now, if you’re expecting a tax refund this year, before you think of [...]

Tax Refund? 3 Ways to Allocate It

Tax Refund? 3 Ways to Allocate It

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

Waiting on pins and needles to collect your tax refund check from the IRS? Have running list of things you cannot wait to buy once you get your money?
Not so fast! Tempting as it may be to use a tax refund for a shopping spree or weekend getaway, the smart move would be to save some, invest some and then use the rest on something fun.

Tax Deadline 2012

Tax Deadline 2012

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

Still scrambling to get your tax appointment in for the year? Well, the good news is that this year you have a few extra days to file. Taxpayers will have until Tuesday, April 17, 2012 to file their 2011 Federal income tax returns and California State Income Tax returns* and pay any tax due.

Financially Wise Women- The Economy

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed into law on December 17, 2010, is the end result of President Obama’s compromise with the GOP to extend the “Bush tax cuts” set to expire at year-end. In addition to providing a 13-month extension of benefits for the long-term unemployed and [...]

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2011 Tax Changes At-a-Glance

by Brittney Castro, CFP®, CRPC®, AAMS® on in Taxes.

2011 Tax Changes At-a-Glance A host of tax provisions enacted in 2001 and 2003—commonly referred to collectively as the “Bush tax cuts”—expire at the end of the year. While it’s possible that new legislation could extend some or all of these expiring tax provisions, election-year politics make it difficult to predict what action, if any, [...]