Tax Time

Happy New Year!

As we begin 2018, I’d like to highlight the following to consider in preparing your 2017 taxes:

• Read: This 2-page brief gives a summary of the new tax bill (the Tax Cuts and Jobs Act) and how to consider its implications for you and your family. 
• Listen: Are you a do-it-yourself-er when it comes to your own taxes? Listen to Joshua Sheats explain the structure of the IRS form 1040 and how to fill it out.
• Watch: The average tax refund is around $3,000. If you find yourself sitting on a pile of cash courtesy of your 1040, resist the urge to treat it like play money. Instead, put the windfall to work for you using these recommendations.

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You can click on the links below to access this month’s resources. Thanks for reading, listening, and watching!