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The Smart Tax Tips Smart People Need to Know

The Tax Institute's Catherine Martin dives into common life situations that require taxpayers to take a fresh look at their tax strategy, in this interview with LifeZette.

March 20, 2018

The Tax Institute's Catherine Martin dives into common life situations that require taxpayers to take a fresh look at their tax strategy, in this interview with LifeZette.

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Publications & Coverage

CBS News: Changes in tax law you should know about this year

H&R Block chief tax officer Kathy Pickering spoke with CBS News about changes to tax law including private mortgage insurance premiums are deductible once again.

Publications & Coverage

CNBC: Here’s how to get your tax return out the door faster — and get your refund sooner

TTI director Andrew Phillips talks with CNBC about the benefits of filing early including keeping scammers from filing returns using your data and ensuring key tax benefits aren't missed.

Publications & Coverage

USA Today: You might have to prove your identity to get Michigan tax refund

TTI director Andrew Phillips tells USA Today that the IRS expanded its voluntary Identity Protection PIN (IP PIN) to a number of states in 2020--a way for taxpayers to protect their identity from fraud.

Publications & Coverage

As you prepare 2019 tax returns, make changes to ensure refund next year

Chief Tax Office Kathy Pickering explains to NBC why people were surprised by their refunds last year and to consider updating withholdings on Form W-4, especially if any life changes impact your taxes in 2020.

The Smart Tax Tips Smart People Need to Know

Related Articles

CBS News: Changes in tax law you should know about this year

CNBC: Here’s how to get your tax return out the door faster — and get your refund sooner

USA Today: You might have to prove your identity to get Michigan tax refund

As you prepare 2019 tax returns, make changes to ensure refund next year

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