The IRS has announced that effective 9/30/2025, all refunds will be paid electronically. Next up will be eliminating paper checks. We strongly recommend all tax payments be made electronically, for security and timeliness reasons. It is more secure to pay your taxes electronically than to mail a paper check with your bank account listed on it.
Many of our clients want to help their children and grandchildren now, while they are still here, to make their lives a little easier. While we remind clients of the tax rules around gifting, since nothing will be taxable unless you have a taxable estate (including life insurance proceeds) greater than $15M per person, many people aren’t limited by the $19,000 per person limit.
Mortgage rates have fallen and the average 30-year refinance rate is now 6.8%. This makes refinancing more attractive for recent home buyers.
Milestone is hiring for two positions! If you know anyone interested, please have them send their resume and cover letter to jobs@milestonefinancialplanning.com.
- Client Service Rep – We are looking for someone who is detail oriented, client service focused and has a bachelor’s degree.
- Marketing Assistant – We are looking for someone with a bachelor’s degree in marketing that is experienced with digital marketing, including Google Ads.
Our own Evan Marquis, CFP® EA earned the Enrolled Agent designation in September. Many of you know Evan as he is one of the tax preparers at Jennifer L. Climo CPA PC. Evan can now represent taxpayers in front of the IRS. Congratulations, Evan!
Taxes and financial planning are complex, but you don’t have to navigate them alone. A financial advisor can help you stay informed about tax law changes, optimize your savings and investments, and avoid costly mistakes. If you need tailored guidance, our team is here to help. Talk to an advisor or call (603) 589-8010 to integrate tax planning into your comprehensive financial strategy.
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.
