Filter By Category:
Do You Dream of Early Retirement?
Many of us dream of retiring early so they can pursue non-work activities, such as traveling, volunteering, and pursuing our hobbies full-time. But careful planning and diligent saving during the […]
The SECURE Act Brings Further Tax Changes
On December 20, a substantial piece of legislation, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law, making quite a few changes to our ever-changing […]
Reduce Your Business Taxes with These 5 Last-Minute Moves
Business owners are always looking for ways to reduce their tax burden and there are a few things you can do yet in 2019. Here are five to consider: Postpone […]
Last minute tips to lower your 2019 tax bill
There are only a few more days left in this year – and decade! – but there are still some things you can do to lower your 2019 tax bill. […]
Your Bad Business Debts May Be Deductible
If you have business-related debt that is uncollectible or worthless, you may be able to take a “bad debt” deduction to cut your losses. But, not surprisingly, there are a […]
Save on Your 2019 Taxes on your Investments
Do you invest money outside of tax-advantaged retirement plans? If you do, you may be able to reduce your 2019 tax bill by selling some investments ― you just need […]
The Importance of Tax Planning Before Making Gifts to Loved Ones
Many people prefer to pass assets to their heirs during their lifetimes, to help family members, to reduce the size of their taxable estates, or simply to see their loved […]
2019 Tax Forms: What to Expect
We recently finished filing the final extended tax returns for our clients, and now it is time to start looking toward the 2019 tax filing season. (No rest for the […]
Helping Students Get a Dose of Financial Reality
Many high school students can’t wait until they are “grown-ups” and can finally do all the fun things grown-ups get to do like go on vacations, drive nice cars and […]
What You Need to Know about an IRS Audit
There are a few things in life that cause a universal, often paralyzing, sense of dread. A family call in the middle of the night. Knowing you must have a […]
It’s Time for Some Year-End Tax Planning
Fall is definitely here and now is a great time to start thinking about your year-end business tax planning. There are a variety of things you may want to consider, […]
It’s All About the Benefits!
Most business owners know that offering employees benefits can be a good way to differentiate your company and keep your team intact. But many are surprised to learn just how […]