Hi Valued Client, With interest rates continuing to increase, what could be better than making a purchase with 0% interest? In reality, financing a purchase with a 0% interest rate may be more trouble than it’s worth, as we explain … Continue reading
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August Newsletter
Preventing unwanted tax surprises starts with proper planning. And there’s no better time than now to begin looking at how you can cut next year’s tax bill. In this month’s newsletter, we’ve included several situations when it makes sense to … Continue reading
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July Newsletter
Hi Valued Client, As the temperatures reach the highs that come with summer, so too is the peak impact of inflation. As in past months, topics continue to focus on ways to fight these trends.One of the topics covered is … Continue reading
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June Newsletter
Summertime offers unique tax and money saving opportunities for the whole family. In this month’s newsletter, find out how day camps for your kids may be tax deductible, if you know the rules! And summer is a time when household … Continue reading
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May Newsletter
Hi Valued Client,It’s never too early to start thinking about cutting next year’s tax bill. In this month’s newsletter, read about several ideas to help lower your 2023 tax obligation. With graduation season upon us, now is a great time to … Continue reading
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April Newsletter
If it seems like the income tax has been around forever, well, it’s sort of true. The modern Form 1040 was unveiled in 1913, the first year, after paying for the Civil War, that Americans were required pay income taxes … Continue reading
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March Newsletter
Recent legislation is taking a broad sweep at retirement accounts. While many of the rule changes are implemented over a number of years, some of them are important to know about right away. Summarized in this issue are some of … Continue reading
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February Newsletter
Now that tax documents have started arriving in your inbox and mailbox, it’s easy to set them off to the side to worry about later. There may be some benefit, however, to filing your tax return as soon as you … Continue reading
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January Newsletter
It’s tax time! In the next couple of weeks you will be inundated with W-2s and various informational tax forms like 1099s. By paying attention to them, ensuring their accuracy, and that you are getting them all, you will be … Continue reading
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December Newsletter
With the hustle and bustle of the holiday season, it’s easy to overlook that tax season is right around the corner. To help you make the most of potential tax saving moves before the end of 2022, this month’s newsletter … Continue reading
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