Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft

Feb 18, 2021 | Taxes

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a...

Key Tax Deadlines for 2021

Jan 12, 2021 | Taxes

While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is important to consider that...

End of Year Planning: Set Goals and Reduce Taxes

Nov 3, 2020 | Financial Planning, Taxes

By the last third of the calendar year, you’re likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating the first draft...

Year-End Tax Planning

Nov 3, 2020 | Taxes

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is...

The April 15th Tax Deadline is Now July 15th

Jul 7, 2020 | Taxes

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes by 90 days, giving individuals and businesses another 3 months to file and then pay the government what they owe. What Should You Do? Putting off paying taxes until right...

Financial Planning Strategies to Deploy in Uncertain Markets – Jill Bertke, CFP®

Apr 29, 2020 | Financial Planning, Jill Bertke, CFP®, Resources, Retirement, Taxes, Thoughts from TVAMP, Women

Practical financial planning considerations provided by our very own Jill Bertke.  Jill Bertke, CFP® brings nearly 20 years of financial services experience to TVAMP. Jill’s mission has always been to help clients by growing, managing, and protecting their money. She...