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You are here: Home / Archives for Tax

Tax Extension Deadline Filing Tips

October 5, 2017 By Katie Brewer

tax extension deadline

There’s another important date coming up if you filed a tax extension back in April. The October tax extension deadline is a couple weeks away. A tax extension allows you extra time to organize your information and file your taxes. Here are some tips to stay on the IRS’ good side if you find yourself scrambling before another deadline: Know the Consequences Missing the tax extension deadline Continue Reading

Filed Under: Tax Tagged With: file taxes, tax extension, tax extension deadline, tax filing

Your Tax Refund: How to Use It

April 26, 2017 By Katie Brewer

Your tax refund

  Another tax season has come and gone, and if you're receiving a tax refund, you may be wondering what to do with it. First of all, if your refund seems too large, you might want to check your withholdings. That money could be better spent throughout the year. If you've had any major life changes - marriage, divorce, new baby, new job - make sure your W4 reflects that. The same Continue Reading

Filed Under: Investing, Tax Tagged With: tax refund, tax season, taxes

Tax Season: Prep Help for Last-Minute Tax Filing

March 15, 2017 By Katie Brewer

It's tax season, and the deadline is just a couple weeks away! Maybe you were busy with work, you were still waiting to compile important documents, or you forgot about tax time altogether. Whatever the reason, last-minute tax filing is common; according to the Internal Revenue Service, 20-25% of Americans wait until the first two weeks of April to file. When it's this late in the game, you've Continue Reading

Filed Under: Tax Tagged With: late filing, tax day, tax extension, tax planning, taxes

Tax Prep Tips for the Self-Employed Physician

February 23, 2017 By Katie Brewer

If you're a self-employed physician or small business owner, then you know your taxes are more involved and complicated than when you work for someone else. There are more details to track, prepare and prove when it comes to tax time. So how do you cover your bases? Here are some tips to get your taxes ready, plus input from John McCarthy of McCarthy Tax Preparation. 1. Be Prepared for Estimated Continue Reading

Filed Under: Tax Tagged With: tax season, taxes, taxes for doctors, taxes for physicians

Your Year-End Financial Checklist

December 18, 2015 By Katie Brewer

Your Year-End Financial Checklist

Managing your money to reach your financial goals is a never-ending activity. But as the end of the year approaches, there’s still time to make progress towards your yearly goals. Use this financial checklist to see if there's anything you can do before the end of the year. With the tax year winding to a close, a few moves might make a big difference.  1.  Review Your Year Every financial move Continue Reading

Filed Under: Financial Planning, Investing, Retirement Planning, Tax Tagged With: financial checklist, new years, year end planning. tax planning

What You Need to Know About Restricted Stock Units

September 8, 2015 By Katie Brewer

Restricted Stock Units

Are you receiving restricted stock units from your employer, but you’re not sure what to do about them? If so, you’re not alone. Restricted stock units (RSUs) are complicated, and very few people know how to make the most of them. If you're a more visual learner, jump to the bottom of this blog post to watch our video on restricted stock units. Many technology companies like Google, Yahoo, Continue Reading

Filed Under: Employee Benefits, Investing, Tax Tagged With: restricted stock, restricted stock units, RSU, RSUs, taxation of RSU

4 Tips to Help You File Your Taxes On Time

April 9, 2015 By Katie Brewer

April 15th is almost here. That means Americans have less than a week to prepare their personal income taxes and send them off to the IRS. If your busy schedule has kept you otherwise occupied, you may now be in a panic to get your taxes done and sent off to the government before the deadline. A lot of people are scared of taxes, but there's no need to fear your personal income taxes. With the Continue Reading

Filed Under: Financial Planning, Tax

6 Ways Professionals Should Spend Their Money

February 24, 2015 By Katie Brewer

© Edyta Pawlowsha/ Dollar Photo Club

Do you feel like you’re always reading articles about what you shouldn’t spend money on? Well, this is not that kind of article! If you’re a professional, here are six things that might be worth your hard-earned cash. Several good suits and a good pair of shoes If you ever need to go on a job interview, or your profession often puts you in front of clients, you’ll need a few nice suits or Continue Reading

Filed Under: Financial Planning, Retirement Planning, Tax Tagged With: experiences, financial planning, insurance, retirement, tax, travel

7 Year End Tax Tips to Consider

December 18, 2014 By Katie Brewer

5-Todd-Quackenbush

You may be focused on family gatherings, hot chocolate, and ugly sweater parties, but make sure you also take a few minutes to evaluate your end of year tax strategy. There are a few more things that you can still do before the end of the year to make sure that you’re getting the most bang for your buck. The following tax tips could save you money. Contribute all that you can to your 401(k) or Continue Reading

Filed Under: Tax Tagged With: savings, tax, year end

Having A Good Relationship With The IRS

September 26, 2014 By Katie Brewer

Does the word “tax” make you want to take a nap? Yeah, me too. But taxes are an important part of your financial picture, and one that is often overlooked. Paying close attention to all aspects of your tax picture — from how much is being withheld from your paychecks to which credits and deductions you qualify for — can either save (or lose) you thousands of dollars over the years. After Continue Reading

Filed Under: Tax

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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