Category Archives: Newsletter

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 →

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 →

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 →

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 →

Tax season is now underway! In this month’s newsletter, we share the secret to getting a quick tax refund. Also read about tax saving tips for parents and grandparents, Debt: Gone But Not Forgotten by the IRS, and several financial … Continue reading →

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS. Review the … Continue reading →

With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the … Continue reading →

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, learn … Continue reading →

Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to … Continue reading →

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month’s newsletter are several ideas to help you reduce your tax bill. There is also an article … Continue reading →