Tag: 2017

Due Date Approaches for 2017 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to prepare your tax return for you.

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Deducting 2017 Property Losses from Your Taxes

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you’ve suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return.

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Julie Andrews is a Medical Economics 2017 Financial Adviser for Doctors

We are proud of Julie Andrews’, MBA, CFP®, AIF®, continued recognition by Medical Economics as a Financial Adviser for Doctors*. At a time when physicians are reporting stagnant or lagging income on top of the uncertain implications of new tax legislation, it’s more important than ever to have a solid financial plan in place. Julie continues to be committed to working with physicians to maximize their comfort with and control over their financial future.

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Ten Year-End Tax Tips for 2017

This year, with the possibility of tax reform being passed prior to year-end, it is especially important to consult your advisor and/or tax professional for customized advice, since the changes to tax law may mean deferring income or accelerating expenses may or may not be right in every situation.

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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