Do Not Procrastinate Tax Filling In 2020 by Joe Haggerty

Have you met with us yet? The Super Bowl and the Oscars are over. The IRS has been accepting electronically filed returns for a couple weeks now. Which means, well … it’s about to get real. We are getting busy around here at Team JAH Tax Resolutions. Which is why I have mentioned a few times the importance of filing … Read More

Joe HaggertyDo Not Procrastinate Tax Filling In 2020 by Joe Haggerty

All People Are Tax People by Joe Haggerty

… except, well … when they aren’t. Or when they have a question. Or when they have to deal directly with the IRS (yikes). Or when they have any kind of complications in their return. Or … I could go on, but you get the point. The Super Bowl is behind us (congrats KC and coach Andy Reid), which means … Read More

Joe HaggertyAll People Are Tax People by Joe Haggerty

A Guardian Plan For The Unexpected by Joe Haggerty

This is the week the real work begins. The IRS started electronically accepting returns on Monday (the 27th), and our offices have already been hopping. As I’ve mentioned before, it’s a GREAT idea, this year of all years, to get a jump on your taxes. I won’t rehash all the reasons, because some Jamaica, NY people are still waiting on … Read More

Joe HaggertyA Guardian Plan For The Unexpected by Joe Haggerty

How To Plan For Retirement by Joe Haggerty

The IRS is set to begin receiving tax returns on the 27th. That means, it’s about to get VERY busy around here. Which is exactly how we like it. We’ve been preparing since the summer for this year’s tax return process, integrating all of the nuggets we’ve been unearthing within the “new” (as of last year) tax code that we … Read More

Joe HaggertyHow To Plan For Retirement by Joe Haggerty

2019 Tax Planning and Almost Completely True Facts About Joe Haggerty

Yes, here I am again — and yes, I know the W-2’s haven’t arrived, and you might not have begun to really think about little ol’ Joe Haggerty and your taxes yet. But today I want to offer you some reasons why … well, you should. In fact, there are LOTS of good reasons. For instance: get your refund sooner. … Read More

Joe Haggerty2019 Tax Planning and Almost Completely True Facts About Joe Haggerty

Joe Haggerty’s 2019 Tax Documents List

The new decade is finally in full swing. With big holidays the last couple weeks, you might be like me — this week is when the real work begins. The work of doing something NOW to start in on those goals for the year. As I recently wrote: it’s not about the goals … intentions backed up by ACTIONS are … Read More

Joe HaggertyJoe Haggerty’s 2019 Tax Documents List

Joe Haggerty’s Guidelines for Setting Financial Goals You Can Keep

Just like last week, this week straddles the holidays, and so regular routines are still a little choppy, probably, for you. And here at Team JAH Tax Resolutions, we’re working HARD on end-of-year moves for various Jamaica, NY clients, as I write this, knowing that EVERYTHING changes on Wednesday of this week (which might already be past by the time … Read More

Joe HaggertyJoe Haggerty’s Guidelines for Setting Financial Goals You Can Keep

Joe Haggerty’s Annual Holiday Prayer

Congress has been busy. They’re home for the holidays, but before they left, they passed a flurry of bills that you might be interested in. Oh, and yes … the House impeached the President. There is also that. I make no comment about that, but I DID want you to see these provisions that had been set to expire (but … Read More

Joe HaggertyJoe Haggerty’s Annual Holiday Prayer

How Year-End Giving Changes You by Joe Haggerty

We’re almost done with 2019, cue the fireworks. It’s been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change. Shoot, we’re about to set forth into an entirely new DECADE. It’s as good a time as any to consider making some serious shifts in your atmosphere. If nonprofit … Read More

Joe HaggertyHow Year-End Giving Changes You by Joe Haggerty

Joe Haggerty’s Year-End Moves To Save on Your 2019 Taxes

Only THREE weeks left in 2019, my friend. What will you do to finish strong? One good idea (if you haven’t yet done so), is to send me the answers to these questions by shooting us an email through the button at the top of the page. Your answers will help us to know whether there is something *we* can … Read More

Joe HaggertyJoe Haggerty’s Year-End Moves To Save on Your 2019 Taxes