Deborah Morgan and Company, Inc. has been helping entrepreneurs, business owners, non-profits and individuals like you grow and prosper for more than 25 years. We specialize in helping you achieve the long-term growth you seek, and we pride ourselves on our uniquely proactive approach to both defining and fulfilling the individual needs of each and every one of our clients
All tagged Tax Tip Tuesday
Who exactly qualifies as a dependent on your tax return?
New tax laws require you to prove how funds are used to qualify for a deduction. This can mean that not all of the interest and points reported on your 1098 statements are tax-deductible.Tax Tip: Include a note with each 1098 you receive to track what the loan is for.
The AGI floor to deduct medical expenses is going up by 2.5%. Will you be affected?
Are you managing your annual retirement disbursements?
Get your 2018 documents organized for a smooth transition into tax season.
Did you know that full retirement doesn’t end your income tax obligations?
Opening an HSA provides a current-year tax deduction, while creating a safety net for out-of-pocket medical expenses.
