Personal Planner
"I am an heir of the decedent and here is his will."
Potential Heir
Business Owner passed away on April 5,...More |
Savvy Living
What is the best way to prepare for a doctor’s appointment?
Studies have shown that patients who are able to provide important health information and are prepared for a doctor’s appointment tend to receive better care than patients who do not. Here are a few steps to take to make the most of your next doctor’s visit.
Before Appointments
Gathering and organizing your health information before your appointment is key to ensuring a productive meeting with your doctor. This is especially important if you are seeing multiple doctors or meeting with a new physician. Here is what you should do before your next appointment:
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Washington News
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her potential credits, deductions and tax refunds.
Interest on Tax Refunds — If you received a federal tax refund in 2024, you may also have received additional interest. The IRS will send Form 1099-INT to anyone who received interest with a refund. This interest is taxable income and must be reported.
Charitable Deductions — With the increase in the standard deduction, the number of taxpayers who itemize declined from approximately 30% to about 10%. If you itemize, you may deduct cash and appreciated property gifts to qualified...More |
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