Client Update Newsletter: March 2022

Here’s how to avoid getting your tax return stuck at the IRS. Also read about tax tips for parents and grandparents, tips to handle rising interest rates, and why you should read the fine print!

Tax season is now underway! In this month’s newsletter, we share the secret to getting a quick tax refund.
Also read about tax saving tips for parents and grandparents, why you should consider reading the fine print, and several financial tips about how to navigate rising interest rates.
Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help.

In this issue:
The Secret to a Quick Tax Refund
Here’s how to get your overpayment as soon as possible

Read the Fine Print
Tax Saving Tips for Parents AND Grandparents
Leveraging the kiddie tax rules

Review Financial Decisions When Interest Rates Change