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It is that time of year top ten lists start coming out for just about any topic - movies, political events, sports stories and financial moves to make before the end of the year.  Yes, there is a top ten list of moves that you can still make before the end of the year and most don’t really take more than 30 minutes to complete. 
 

As the end of the year approaches, being sure you are in good shape for filing your 2017 taxes is a smart money move to make. Here are simple tips to be sure you’re on track for tax filing in 2018. 

The fourth quarter of the year is always a good time to start thinking about ways to minimize your tax burden.  Why now? Some of the financial moves you can make have to be done in the calendar year and others might require a couple of months to complete.  
 

Categories: Money Matters, Taxes

Even though income taxes are not due until April 18th waiting until then to file your taxes might not be a smart financial strategy.  Filing your taxes early might be a good option for certain situations, don’t procrastinate during tax season!
 

Categories: Planning, Taxes

As a FORUM Credit Union member you can get up to $15 off TurboTax® federal products. 

Categories: Business, Finances, Taxes

The Department of Treasury and the IRS issued final and temporary regulations under Section 385,

Even though we are coming up to the last quarter of the year, there is still plenty of time to make a few simple tax friendly moves that could be financially rewarding for you.  Following are 5 simple moves to consider.
 

The IRS is estimating that over 100 million people will receive a tax refund in 2016 out of an estimated 150 million tax returns to be filed.  Chances are pretty high you will receive a tax refund so the next question is what will you do with it?