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August Newsletter

Summer is starting to wind down and the kids will soon be headed back to school. Now is a great time to review if you’ve had, or will have, any special taxable events this year. The first article highlights five … Continue reading

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July Newsletter

Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. Maximizing your tax savings starts with an effective mid-year strategy! Detailed here are some ideas to kick-start your summer tax … Continue reading

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June Newsletter

Summertime offers unique tax saving situations. Outlined here are five ideas everyone can use.  Spend a minute reviewing the wisdom of asking for help should you be contacted by the IRS. Call if you would like to discuss how any … Continue reading

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May Newsletter

With tax season in the rear-view mirror, it’s full speed ahead into tax planning season. While it’s important for everyone to have a tax roadmap, there are key situations that require extra attention so you can avoid a major tax … Continue reading

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April Newsletter

Tax day is upon us! As we tie a bow on the first tax season using the new tax laws, here’s a fun tax quiz you can use to impress your friends with some quirky state tax knowledge. This issue … Continue reading

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March Newsletter

Tax season is in full swing. Early reports from the IRS indicate that, on average, refund amounts are down compared to last year. If this is you, the first article lays out some reasons for the change. This issue also … Continue reading

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February Newsletter

All systems go for tax season! Filing season kicked off on Jan. 28 and tax returns are pouring into the IRS. Now that the IRS is accepting tax returns, fraudsters are actively seeking out taxpayer information to file fake returns … Continue reading

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January Newsletter

The new year is upon us! As you finish cleaning up the champagne glasses and confetti, now is the time to start thinking about your tax preparation plan. This issue is packed with useful information including tips to receive a … Continue reading

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December Newsletter

Happy holidays! Tis the season for family, friends, food, and of course … last second tax moves! While time is running short, consider some of these moves you can make to cut your tax liability. Also, retirement contributions are rising … Continue reading

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November Newsletter

It’s November and the holiday season is upon us. With the end of the year less than two months away, now is the time to run down your annual year-end checklist. Before you dig in to some turkey and stuffing, … Continue reading

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