Your Richest Life

  • Home
  • About
    • Start Here
    • Meet the Planner
    • Who We Serve
  • Services
    • Financial Plans
    • 401(k) & Retirement Plans for Small Businesses
    • Speaking
  • Press
  • Blog
    • Financial Planning
    • Tax
    • Insurance
    • Investing
    • Employee Benefits & Career
    • Retirement Planning
    • Student loans
    • Estate Planning
    • Kids
    • College Planning
    • Buying a Home
    • Selling a Home
  • Contact

As Featured In

You are here: Home / Archives for taxes

Filing Your 2019 Taxes: Reminders and Limits

February 4, 2020 By Katie Brewer

2019 taxes

Ready to file your 2019 taxes? (Or not?) Don’t stress: Here is my roundup guide to help the filing process be a little less painful: Know Your Limits Do you know where you fell last year on the tax brackets? If not, you can find the 7 brackets here via the IRS website. Here are some other limits you might need to know: The 2019 standard deduction is $24,400 for married filing jointly, Continue Reading

Filed Under: Tax Tagged With: 2019 taxes, tax filing, taxes

Last Minute Opportunities to Save on Taxes

February 12, 2019 By Katie Brewer

Most of the actions you can take to reduce your tax bill have to happen by the end of the taxable year (a.k.a. December 31st.) However, there are still a few opportunities to save money on your taxes this year. The changes from the Tax Cuts and Jobs Act mean that many Americans will see a lower refund or end up owing this year. So this is a good time to do what you can to save yourself a little Continue Reading

Filed Under: Tax Tagged With: filing taxes, tax day, tax season, taxes

Tax Cuts and Jobs Act – What You Should Know

January 11, 2018 By Katie Brewer

The Tax Cuts and Jobs Act is one of the most drastic tax overhauls since President Bush’s changes in 2001 and 2003. Here are some of the highlights that might affect you, your family or your business: Tax Cuts and Jobs Act For Corporations and Small Businesses: Overall, the Tax Cuts and Jobs Act is a win for corporations. Corporate America’s tax rate dropped from 35 percent to 21 percent Continue Reading

Filed Under: Tax Tagged With: tax changes 2017, tax cuts and jobs act, tax reform, taxes

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

Let’s Connect!

  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter

Receive Your Richest Life blog posts in your inbox.

About Katie

Katie Brewer - Certified Financial Planner

Get Started

Clock • Source: Unsplash by petradr http://unsplash.com/post/68620380613/download-by-petradr • License: CC0 - http://creativecommons.org/publicdomain/zero/1.0/

Katie is a Proud Member of …









Explore the Blog

My Tweets

My Tweets

Connect with Your Richest Life

  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter

Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 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.

Disclosures and Forms

2020 ADV Part 2A and 2B (Firm Brochure)

Privacy Notice

Disclosures

Address:
1008 Ridge Rd, Rockwall, TX 75087

[footer_backtotop]

Copyright © 2021 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in