MoneyDo: Get Ready For Taxes

It’s a New Year, which means you’ll start receiving tax documents from your employers, investments, and contractors. That’s why this week’s MoneyDo is Get Yourself Organized & Prepared To File Your 2018 Tax Return. One easy way to keep yourself from being...

DYADT 2018 Tax Prep Checklist

Annex Wealth Management’s Annual Tax Prep Checklist is back! We know it’s easy sometimes to overlook or forget a detail or a key figure when preparing to file your taxes. That’s why we’ve asked our Tax Planner – Mandy Nowaczynski, CPA,...

MoneyDo: Maximize The Tax Benefits Of Your Charitable Donations

Tis the season for good tides, merriment, and for some of us…donations to our favorite charities.  This week’s MoneyDo is Maximize The Tax Benefits Of Your Charitable Donations. As a taxpayer, you currently get to use the larger of either: The standard deduction –...