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    • Tax Preparation
    • Home Loans
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  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
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E-News

Making Finances Simple. Changing Lives.

4/28/2022

Rapid Rise in Rates

It’s no secret mortgage rates have gone up considerably. In fact, since January 1st, rates have increased more than 2%! It’s the fastest rate rise in several decades. What does this mean for you?

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4/21/2022

Venmo 1099 Rules

We’ve received a lot of questions about the tax ruling saying the IRS will require 1099’s on all payments over $600 through Venmo and other payment platforms. Here’s why you likely don’t need to worry…

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3/8/2022

IRS Phone Scams

Tax season is always a time where scams are more prevalent. And with all the talk of cyber attacks due to the events going around our world right now, it’s important to know how to protect yourself…

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3/3/2022

Should You Ever Sell Rental Properties?

​In recent years, home values have shot through the roof. As a result, many have sold, or are considering selling their rental real estate properties. But is this a good idea?

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2/24/2022

Taxes on the Sale of Your Car

We generally think of taxes being owed on earned income and investments, not the sale of a car. But with recent inflation and things like cars going up so much in cost, some cars are actually selling at a profit…

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2/15/2022

Misfired IRS Letters

Over the last couple years, the IRS has sent millions of erroneous automated letters to tax filers, causing mass confusion and frustration. However, there's help on the way…

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2/10/2022

ARM Loans on Hot Seat

​The party appears to be over with all-time low rates ​. With rates increasing more than one full percent since the New Year, the trend has moved to an upswing. How will this affect fixed rates and adjustable-rate mortgages (ARM’s) moving forward?

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2/4/2022

Don’t Let Lifestyle Inflation Ruin Your Major Goals

​Inflation is a major topic these days. You can’t access your TV, radio, or internet without hearing about it…let alone view your expenses without noticing an uptick. Here's what you can do about it…

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2/3/2022

Tax & Financial Data for 2022

Here’s our annual update on changes with tax & financial data from the previous year. Click below for our expansive Tax & Financial Data form for the 2022 tax year (click on the image to view larger version).
 
NOTE: the form is double-sided with key data on both sides.

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12/9/2021

Special Announcement!

We’re Now Licensed for Home Loans in Idaho…All States for Taxes

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12/2/2021

Yet Another Increase in Loan Limits

​Home prices keep going up, so Fannie Mae & Freddie Mac once again increased conventional loan limits.

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11/17/2021

Taxes at Year-End

Well, the only constant is change…and that’s the theme once again as we near the close of another year…

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9/15/2021

Should You Reinvest Dividends on Stocks & Mutual Funds?

​There are several considerations when deciding on reinvesting dividends. It’s important to understand the implications before executing your specific strategy.

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9/1/2021

Muddying The Home Search Waters

​We’re in the midst of one of the craziest Real Estate markets on record. Buyers are feverishly competing for homes; some are more prepared for the battle than others. Those are the ones winning. Read below to see how you can win…

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8/10/2021

Must Read on IRS Deposits for Child Tax Credit

We’re receiving numerous emails about mysterious, unexplained IRS deposits showing up in our clients’ bank accounts. While some of these are for the unemployment taxation and excess tax credit adjustments from the CARES Act, many are for advanced child tax credit payments.

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7/21/2021

How To Take Full Advantage of an HSA Account (it’s not what you think)

​Most people who have Health Savings Accounts (HSA’s) use the account to pay medical expenses that occur each year. For many folks, this is potentially a huge mistake. There’s a better strategy!!

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6/17/2021

Getting Your Home Offer Accepted in This Crazy Market

Everybody knows we’re in the midst of an absolutely insane real estate market. Home prices have been rising for years now, and COVID only accelerated those increases due to interest rate decreases and supply/demand imbalances. This has created significant issues for buyers!

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6/10/2021

Should You Take the Advanced Child Tax Credit Deposits?

The American Rescue Plan Act (ARP) that went into law this past March expands the existing Child Tax Credits. The credits are now increased and advanceable. But should you take advantage of having the credits paid in advance of your tax return filing?

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6/3/2021

Excess Premium Tax Credit Repayments Being Refunded

The American Rescue Plan (ARP) made a change to the Premium Tax Credit rules for healthcare. Those who receive excess credits during the year usually have that reconciled and repaid through their tax return filing… 

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5/27/2021

IRS Correcting Tax Returns for Unemployment Income Exclusion

Over 10 million taxpayers filed their tax returns before the American Rescue Plan was enacted this past March, which excluded some unemployment income from being counted as taxable income. Read on to see what the IRS is doing about these returns…..

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5/6/2021

Be Realistic With Fixer-Upper Homes

It sounds great to get a phenomenal deal on a home with good bones in a great neighborhood. But it’s critical to be realistic about the nature of fixer-uppers…

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3/31/2021

Unemployment Taxation

For years the IRS has taxed unemployment as ordinary income. However, the American Rescue Plan Act of 2021 made some changes to unemployment taxation…..

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3/25/2021

3rd Stimulus

Yet another stimulus was passed in mid-March to give many Americans more relief from financial setbacks related to the COVID pandemic…..

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3/18/2021

Refund Delays

​Since the onset of COVID and the 2019 tax filing season, taxpayers have been seeing delays in receiving their refunds. So what can you do if you’re one of the many experiencing this delay?

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3/18/2021

Tax Deadline Changes

The IRS has once again made adjustments to tax deadline dates. See below for the different changes and how they affect you…..

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​​© 2023 Peshke Financial Inc., All rights reserved. NMLS #2244878. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It’s recommended that you consult with your own advisors for personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice.