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September Newsletter

With summer coming to a close, now is a good time to assess your tax situation while there is still time to make adjustments if necessary. To help you prepare, this newsletter includes articles on potential 2018 tax surprises and … Continue reading

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August Newsletter

Summer is in full swing and the air conditioners are working overtime. Hopefully you are finding ways to stay cool while enjoying your outdoor activities. Included in this newsletter are articles about a new tax trap created by student loan … Continue reading

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July Newsletter

It’s the height of summer, and hopefully you’ve had a chance to enjoy some pleasant weather and Fourth of July fireworks. This issue contains tips on tax breaks for new parents, deciding whether to amend a tax return, strategies for … Continue reading

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June Newsletter

Summer is the perfect time to schedule a tax planning session. Take a look at the lead article to learn why. Summer is also peak season for buying a home. There are tax breaks discussed in this issue that may … Continue reading

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May Newsletter

Now that the 2017 tax filing season is over, it’s time to start adapting to some of the momentous tax changes passed last year. This issue provides an update on the latest news affecting 2018 taxes, as well as a … Continue reading

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April Newsletter

Happy tax filing month! To help celebrate, this month’s newsletter includes a quiz on strange tax laws from around the world. Also included are some tips for using your refund check as well as advice on handling spiraling health care … Continue reading

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March Newsletter

Tax season is underway, and articles in this month’s issue will help get you over the finish line. Included are some answers to commonly asked tax questions, an update on some late tax breaks now available for 2017, and some … Continue reading

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February Newsletter

As your mailbox fills up with the forms you need to file your 2017 returns, you may already be thinking ahead to how tax reform legislation will impact you in 2018. This newsletter outlines seven issues resulting from the Tax … Continue reading

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January Newsletter

Happy New Year! Now that tax reform has passed, there are many changes to consider. Some of the major ones are summarized in this newsletter. And as you prepare to file your 2017 return, take note of the advice on … Continue reading

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December Newsletter

After an eventful year, we all deserve a happy holiday season and hopefully some well-needed relaxation. While tax reform will continue to be debated, many preliminary figures for 2018 are set. Check out the details inside. The economy and job … Continue reading

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