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The Free Application for Federal Student Aid (FAFSA) is available Oct. 1. You can complete it now using your 2016 tax information.

Oct. 16 is the filing deadline for 2016 tax returns for individuals or corporations if you requested/received a six-month extension.

If you’d like to recharacterize a Roth IRA to a Traditional IRA, you’ll need to do it by Oct. 16.

Do you have a Keogh or SEP plan? Oct. 16 is the last day you can fund your plan if you requested a filing extension.

Did you know federal student aid funds are awarded on a first-come, first-served basis? Complete your FAFSA as soon as you can.

Business owners are allowed to deduct up to 50 percent of qualified entertainment expenses as long as they’re directly related to business.

If you use your car for business purposes, you may be able to deduct expenses like gas and oil, maintenance, tires and parking fees.

Do you have an Individual Taxpayer Identification Number (ITIN)? Depending on the numbers, you may need to renew it before Dec. 31.

Make sure you haven’t overfunded your Roth IRA, Traditional IRA and your 401(k) now while you still have time to fix it.

Are you a business owner? If you’ve recently purchased equipment, Section 179 expensing might be a good idea. Give us a call to learn more.

If your investment portfolio has a few duds in it, consider tax-loss harvesting. Let us help you turn a loss into a tax advantage.

The IRS reported a nearly 400 percent surge in phishing and malware during the 2016 tax season. Take extra steps to protect your info.


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