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.

The New Crypto Regulations and Paducah Traders

The holidays are fully upon us, and I’ll have more to say along those lines next week. But, as is usually the case, there are many tax and regulatory things to handle before EOY, and I want to keep you abreast of all those things whether you’re one of my Paducah...

Helping Paducah Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near Paducah ... the other part of that...

The Case Against Paducah Residents Not Paying Federal Taxes

What a fantastical dream -- to pay no taxes.Now ... would it surprise you if I said most American households (including many Paducah households) enjoyed that very dream in 2020 because they ended up not paying federal taxes - not a single dime?Last year’s insanely...

M Dean Owen, CPA, PSC’s Guide to The Tax Benefits of Marriage (& Drawbacks)

Memorial Day always seems to be the mark of the start of summer: school’s out, Paducah pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems strange...

Why Disability Insurance Matters – Dean Owen’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Paducah taxpayers like you can take now to help lower...

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...

When Married Filing Separately Makes Sense for Paducah Couples

You likely were invited to one Paducah wedding or another this summer (or perhaps YOU were doing the inviting?) ... 'tis the season. If you were the one saying vows, many congrats! Weddings are the fun part. The part of that whole "two become one" reality that's...

Multilevel Marketing Tips for Paducah First-Timers

Summer break. For Paducah school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what...

Factors Affecting Paducah Taxpayers’ 2021 Tax Refund

The world seems to be hanging on a razor's edge.There’s a lot of fear going around with Russia’s invasion of Ukraine last week. With a 24-hour news cycle, a heap of different internet sources, social media feeds, and more, it’s difficult to not give in to it all… and...

Dean Owen on Year End Tax Strategies

I'm going to go further than I did last week and offer you some tangible things you can do NOW.And look ... probably taxes aren’t the first thing on your mind now that the holiday lights are flickering. After all, it’s a happy season for every Paducah resident,...

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!

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