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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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October

The leaves are starting to change colors and cool air is just around the corner. With the fourth quarter upon us, now is the time to finalize your tax plans before the busy holiday season arrives. Included here are some … Continue reading

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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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