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Taxes

How to Spend Your Tax Refund

How Should You Spend a Tax Refund?

March 31, 2023 by Bautis Financial

How you should spend (or invest) your tax refund depends on a variety of personal circumstances. Here are seven ideas to use as inspiration.

Read moreHow Should You Spend a Tax Refund?
How to Prevent Tax Identity Theft and Safeguard Your Tax Return

How to Prevent Tax Identity Theft and Safeguard Your Tax Return

March 15, 2023 by Bautis Financial

It’s critical that you take these four steps to remain well-protected this tax season.

Read moreHow to Prevent Tax Identity Theft and Safeguard Your Tax Return
Income Tax Basics

Tax Basics: Understanding Income Tax Laws

March 10, 2023 by John Williams

While taxes can be extremely complex, anyone interested in gaining an understanding of where their money is going come tax season should learn these basic terms.

Read moreTax Basics: Understanding Income Tax Laws
5 Tax “Gotchas” in Retirement

5 Tax “Gotchas” in Retirement

February 9, 2023 by Bautis Financial

If you’re wealthy and reaching your distribution phase, your high-balance retirement accounts can create a burdensome tax situation, particularly when it comes to legacy planning. Here are five potential pitfalls to be aware of.

Read more5 Tax “Gotchas” in Retirement
Have You Considered Tax-Loss Harvesting?

Have You Considered Tax-Loss Harvesting?

December 1, 2022 by Marc Bautis

Tax-loss harvesting can be a savvy way to reduce your capital gains taxes, but here's why it needs to be coordinated with your overall financial plan.

Read moreHave You Considered Tax-Loss Harvesting?
New Federal Income Tax Brackets for 2023

New Federal Income Tax Brackets for 2023

October 19, 2022 by Bautis Financial

Amid soaring inflation, the IRS has released higher federal income tax brackets and higher standard deductions for 2023.

Read moreNew Federal Income Tax Brackets for 2023
Tax-Loss Harvesting | Tax Time

Turn Investment Losses into Tax Breaks with Tax-Loss Harvesting

October 6, 2022 by John Williams

If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. Here’s a look at a potential way to reduce your tax bill.

Read moreTurn Investment Losses into Tax Breaks with Tax-Loss Harvesting
Federal Gas Tax Holiday

What Is a Federal Gas Tax Holiday? – Daily Flash Briefing

June 23, 2022 by Bautis Financial

A federal gas tax holiday would aim to lower the cost of gas, but politicians and economists are not sure how much help it would provide Americans.

Read moreWhat Is a Federal Gas Tax Holiday? – Daily Flash Briefing
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Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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