Jamie Vinson @JamieVson
Williamsburg, VA Joined March 2011-
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If you make a mistake on your tax return, it may be noticed by the IRS. Here are some of the most common causes. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Sports betting comes with IRS strings. Know them and plan accordingly. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
If you have review Trump Accounts...good. If not read these important tips. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Here are key happenings and announcements from the IRS that you should understand. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Tax savings ideas still abound. Here are some to consider if you wish to retire early. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
When an interest rate matters. This is what you need to know. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
The amount of your tax bill is often dependent on your age and the age of your children. You need to plan accordingly. Here are the details. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Time to plan for new contribution levels for your health savings account. Find the 2026 limits here. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Before school gets going this fall, check out these school expenses that might help you decrease your tax bill. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Providing a gift of stock can make sense if handled properly. Read more. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business? tips.resourcesforclients.com/wm4LAvyCZlAN/7…
The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
It's not always a good idea to amend a tax return. Do you know how to choose? tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Looking for tax-free income? Here's a list of the more common types. tips.resourcesforclients.com/wm4LAvyCZlAN/7…
Social Security planning starts at an early age. Here is what you should be doing now! tips.resourcesforclients.com/wm4LAvyCZlAN/7…
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