Maier & Associates LLC

Divorcing & Determined: September 26th, 2024 6-8 p.m. Join us for an insightful and empowering event tailored exclusively for women who are navigating or contemplating divorce. Discover the tools, support, and guidance you need to embrace this new chapter with confidence and clarity. No one plans to get divorced, but when it happens, planning is crucial! Spend an evening with experts who will share valuable wisdom and insights, and connect with a supportive community that will guide you through this transition. ✔ Legal and Financial Empowerment: We have an Attorney, Realtor, Mortgage Loan Officer, CPA, and Certified Divorce Financial Analyst available to help you make informed decisions about your future. ✔ Discover Your Inner Resilience: Learn how to tap into your inner strength and resilience during this transformative phase of life. ✔ Building a Supportive Network: Connect with like-minded women on a similar journey, providing a network of understanding and encouragement. ✔ Crafting Your Next Chapter: Get inspired to envision and plan for your post-divorce life. You're not alone on this journey – we're here to support you every step of the way. Panel presenters: Shelby Leight, Realtor with Keller Williams Realty Group Susan Gibson, Attorney with Gibson Family Law, PLLC Christa Martin, Mortgage Loan Officer with Mortgage America Christina Maier, CPA with Maier & Associates, LLC Vicki Lilley, Certified Divorce Financial Analyst with Thrivent #divorce #women #tax #buckscounty #montgomerycounty #businessdivorse #womenempowerment #unstoppable

IRS warns of new scam targeting clean energy tax credit The IRS warned taxpayers not to fall victim to a new emerging scam involving buying clean energy tax credits. In this latest scam, the IRS is seeing instances where unscrupulous tax return preparers are misrepresenting the rules for claiming the credits under the Inflation Reduction Act (IRA). The transferability provisions of the IRA enable the purchase of eligible federal income tax credits from investments in clean energy to offset a buyer’s tax liability. The IRS has seen taxpayers file returns using unscrupulous return preparers who are claiming purchased clean energy credits that the taxpayer is ultimately unable to benefit from. The scam is generally targeting individuals who file Form 1040. Visit IRS.gov for information on how to report fraud. #tax #energycredit #IRA #scams #1040 #cleanenergytaxcredit #taxcredits

Happy Fourth of July! 🎆 Today, we come together to celebrate the freedom and bravery that define our nation. Let's take a moment to honor the courage and resilience of those who secured our independence and those who continue to strive for a brighter future. Enjoy the fireworks, savor the BBQ, and cherish the time with your loved ones. Stay safe, have a fantastic time, and let your day be filled with joy and celebration! #FourthofJuly #holiday #vacation #independence #america #Independenceday #Freedom #BBQ #fireworks #celebrate

Have a wonderful day!

Reminder: Estimated taxes due June 17 The IRS reminded taxpayers who do not have income subject to withholding that the deadline for paying estimated taxes for the second quarter is June 17. To prevent falling behind on their payments and possibly incurring underpayment penalties, the IRS encourage taxpayers who are paying estimated taxes to take this deadline into account. Additionally, taxpayers are reminded by the IRS that the third quarter payments are due Sept. 16, and the final estimated tax payment for tax year 2024 is due on Jan. 15, 2025.

Ladies, I hope you have a wonderful Mother’s Day 🩷

Congratulations to my lawyer, Cheri D. Andrews, Esq. Andrews, Esq, on the launch of her second edition of SMOOTH SAILING: AN ESSENTIAL GUIDE TO LEGALLY PROTECTING YOUR BUSINESS. With this edition, Cheri delves deep into areas of business and the law she only touched upon the first edition. Whether your first edition is dog-eared, or you are just learning of Cheri, you’ll want to grab your copy of the second edition TODAY! Head to smoothsailingbook.com to get yours and access to some special launch day only goodies!

I get a lot of questions from clients regarding their refunds. Here is a recent IRS Tax Tip that may help. "Debunking common myths about federal tax refunds (Issue Number: Tax Tip 2024-35) Once people complete and file their tax return, many of them eagerly await any refund they may be owed. Knowing fact from fiction can help manage expectations as they wait for their money. Myth: Calling the IRS, a tax software provider or a tax professional will provide a more accurate refund date. Fact: The best way to check the status of a refund is through the Where's My Refund? tool or the IRS2Go app. Taxpayers can also call the automated refund hotline at 800-829-1954 to get their refund status. This hotline has the same information about current tax year refunds as Where's My Refund? There is no need to call the IRS unless Where's My Refund? says to do so. Myth: The Where's My Refund? tool must be wrong if it hasn’t updated yet. Fact: Where’s My Refund has the most current information about refund status. It is updated once a day, usually overnight. Even though the IRS issues most refunds within 21 days, it's possible a refund may take longer. If the IRS needs more information to process a tax return, the agency will contact the taxpayer by mail. Taxpayers should also consider the time it takes for banks to post the refund to the taxpayer's account. People waiting for a refund in the mail should allow extra time. Myth: The Where's My Refund? tool must be wrong because the refund amount is less than expected. Fact: There are several factors that could cause a tax refund to be less than expected. The IRS will mail the taxpayer a letter of explanation if it adjusts a refund. Some taxpayers may also receive a letter from the Department of Treasury's Bureau of the Fiscal Service if their refund was reduced to offset certain financial obligations. Before calling, taxpayers should wait for the letter to understand why the change occurred. Myth: Getting a refund this year means there's no need to adjust withholding for tax year 2024. Fact: To avoid a surprise next year, taxpayers should make changes now to their tax withholding. The Tax Withholding Estimator tool can help taxpayers determine if their employer is withholding the right amount. Taxpayers can use the results from the Tax Withholding Estimator to complete a new Form W-4, Employee's Withholding Certificate and submit it to their employer as soon as possible. Withholding takes place throughout the year, so it's better to take this step as soon as possible." https://lnkd.in/esqSPWWq

Thursday, April 25 Women, Wealth & Wine Spring 2024 Join us for a fun and informative evening to learn about how to take charge of your financial life! Enjoy a bite to eat and fabulous wine. Enjoy a night out with wine, snacks, great company, and raffles! We want to give you all the information you need to make the right decisions for a bright future! Our expert panel presenters will answer your questions such as: - What can I do with the equity in my home? - How can I save money on my health, life, home, or car insurance? - I have aging parents. What do I need to know about inheritance laws? - I'm dealing with a divorce. How can I learn more about custody or child support? - Am I saving enough for retirement? - How could a financial move affect my tax situation? Get your questions answered by our panel of experts: Shelby Leight, Realtor with Keller Williams Realty Group Sarah Fontanez, Financial Advisor with Edward Jones Cindy Seaner, Loan Officer with Guild Mortgage Maureen Kusters, Insurance Agent with R & R Insurance Group Christina Maier, CPA with Maier & Associates Tax & Accounting Tara Eckels, Attorney with Eckels Law Please RSVP by April 18, 2024.