Curtis (Curt) Sheldon, EA

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It’s the Most Wonderful Time of the Year…

Now that Thanksgiving is behind us, you can start thinking about the upcoming season…Tax Season that is. I know, I know this is REALLY the Holiday Season, but you can also do a few things to reduce your taxes this year if you take the time now. Here are 3...
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SGLI Is NOT Your Only “Life Insurance”

If you are on active duty, there is no doubt you are aware of your benefits under the Servicemembers Group Life Insurance (SGLI) program. SGLI is a great insurance product and an excellent benefit available to all servicemembers that pay for it. But, the government also provides insurance protection for those...
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TRICARE Young Adult-Prime Available 1 Jan…But Should You Take It?

Although not specifically part of the Patient Protection and Affordable Care Act, legislation passed by Congress allows families eligible for TRICARE to purchase coverage for “dependents” that are under 26 years old. Previously TRICARE coverage ended at age 21 or 23 if the dependent was a full-time student. Like TRICARE, TRICARE Young...
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Military Tax Break: Sale of Primary Residence

Let’s face it. If you are in the military and have purchased a house, often times the real estate market and your PCS orders don’t always agree with each other. Sometimes you’re forced to move when it just doesn’t make sense to sell. Many of you (and myself in the...
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