For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Key Healthcare Changes From ARPA For Paducah Taxpayers

Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monstrous piece of legislation, it’s still being unraveled. It made "Obamacare" (ACA) and the "Trump Tax Cuts" (TCJA) seem like junior league tweaks.We had not before seen a...

The NFT Craze, Explained By Dean Owen

Events are happening fast in tax world, and we are VERY busy here at M Dean Owen, CPA, PSC. But this is a good thing -- we've been preparing for this season all year, and we love to serve.We knew that there would be unexpected curve balls this year, but "rewriting the...

The Latest Advance Child Tax Credit Payment Info for Paducah Parents

I normally don't send these special bulletins, but I wanted to get this to Paducah parents ASAP. You probably heard on the news that the IRS is sending out "advance payments" of $250 - $300 per month for children. The first advance child tax credit payments went out...

A Great Retirement Planning and Portfolio Tip for Our Paducah Friends

Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in Paducah, daydreams like these become more frequent while contemplating retirement (not just surviving the...

Paying Bills in 2023: Dean Owen’s Tips

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Paducah people really do file their taxes this early.) This is the start of the show here...

Dean Owen’s Thoughts on Finding Joy In Life

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

A 12-Point Financial Health Check For Paducah Families And Individuals

We are now fully engaged in our tax "off season" here in Paducah. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes (online...

Dean Owen’s Primer on Sports Betting and Taxes

Just less than five years ago, certain sports figures were being threatened with suspension for even APPEARING at collectibles events in which a sports betting company was a sponsor.Now there is an NFL-endorsed provider of sports betting (for those states in which it...

What You Need for Your Paducah Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...

Dean Owen’s Strategies for Fighting Inflation

If you’ve been in a Paducah store lately or visited your local gas pump, you’ve probably noticed some price fluctuations – up and up and up. Every visit, it seems.Inflation is here, and it doesn’t seem to be going anywhere. So, we all have to figure out how to fight...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

See How We Can Help