Lane Rifkin, PLLC

05/09/2025

Conducting your own review, prior to putting the documents away, can be a great technique... if you ever need them.

After filing a tax return, most of us are simply relieved another tax year is done. Before moving on to next year, please spend a moment organizing your records. Here are some ideas.

05/07/2025

Start planning for a lower 2025 tax bill with a review of four key areas of your financial life. Also review several tips for scoring the best travel deals this summer.

Now that the April 15th tax filing deadline has come and gone, you could wait until January to think about taxes again – but that’s a bit like waiting until the night before a major exam to start studying...you might get through it, but it probably won't yield the best results. If you wa...

05/05/2025

Does the thought of doing your own taxes make you sweat? You don't have to face these horrors alone...

05/02/2025

Now is the time for taxes AND reviewing your Social Security earnings report.

You are the only one that can confirm the accuracy of your Social Security earnings record. Without timely correction of any errors, you may be short-changing yourself when benefit checks start during your retirement years.

04/28/2025

Every day that you put off filing your taxes is another day where things can get lost. Don't delay, and let us help you get your forms filled!

04/25/2025

The tax code is filled with age triggers. If you don't know them you could be in for a big surprise!

The tax code is filled with age triggers. Some are beneficial, while others can create a tax increase surprise. Outlined here are some of the important age triggers everyone should know.

04/21/2025

You've worked hard for your money. Why lose it to late filing penalties? We can help.

04/18/2025

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

04/16/2025

Don't get an unwanted tax surprise. Make sure your partnership or shareholder agreement addresses tax considerations. Also learn how to make your business's money management easier.

When drafting a partnership or shareholder agreement, don't overlook one important aspect - tax considerations. An agreement that omits how a partner or shareholder gets taxed can lead to unintended tax liabilities, disputes, and financial setbacks. Here are several tax-related areas to include in y...

04/14/2025

Why do you need a tax professional?

04/11/2025

Time to make an estimated quarterly tax payment!

Reminder: Tax returns AND first quarter estimated taxes are due by Tuesday, April 15th.

04/09/2025

Time to save money! Tax planning starts right after you file your taxes. Here are some great tips.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this month's newsletter. After you file this year's tax return, it is time to use this information to lower next year's obligation. This is especially true if you h...