Holly Donaldson Financial Planning, LLC

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Tax Tips

Floridians: Wait ‘Til July 1 to Buy Kayaks, Grills and Broadway Passes

Posted on June 29, 2022

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Floridians, wait until July 1 to buy that kayak, new grill, or Broadway series pass. The state of Florida has a Freedom Week sales tax holiday encouraging us to a) get outside and b) get back to …

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Inflation Relief: Florida 2022 Sales Tax Holidays

Posted on May 25, 2022

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Inflation relief: Florida 2022 Sales Tax Holidays. In inflationary times, every bit of savings can help. Florida sales tax runs anywhere from 6% to 8%, depending upon the county where you are making …

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Why am I getting a Tax Form 5498 in May?

Posted on May 3, 2022

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Why am I getting a tax Form 5498 in May?You may be receiving a Form 5498 in May If you have a Health Savings Account, a Roth IRA, or other IRA.  It might seem like you just got done receiving and …

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