Category Archives: Uncategorized

November Newsletter

Social Security recipients got some great news about their benefits. Check out this month’s newsletter to learn more about the cost-of-living increase for 2023. Also read about several tax court cases and what they might mean for your situation, how … Continue reading

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October Newsletter

Watching summer transform into beautiful fall colors can be just as mesmerizing as tax planning. Similar to looking closely for gorgeous autumn scenery, with tax planning you’re meticulously on the lookout for opportunities to cut your 2022 taxes. In this … Continue reading

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September Newsletter

This month’s newsletter recaps the details of the revamped electric vehicle tax credit and other energy credits in newly passed legislation. Also included this month is information regarding the proposed Student Loan Forgiveness.  And there is a revealing article on … Continue reading

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August Newsletter

Welcome to the last month of traditional summer vacation! And what better way to lead the final month of summer vacation by outlining ideas to save money while taking that long-deserved break. This month’s letter includes a review of five … Continue reading

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July Newsletter

This recent run of inflation has caused many people to rethink how and where to store their cash. While many are understandably having second thoughts about having too much cash in accounts that have a lower or almost non-existent interest … Continue reading

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June Newsletter

The last thing you may want to do during the summer is start thinking about your 2022 tax return! The best way to lower your tax bill for next year, however, is to start looking for tax cutting strategies as … Continue reading

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May Newsletter

With tax season now in the rear view mirror for most of us, it’s time to start thinking about how to minimize your taxes on next year’s tax return. In this month’s newsletter, get a start on your tax planning … Continue reading

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April Newsletter

Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month’s newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the … Continue reading

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February Newsletter

With tax season now officially underway, you’ll start seeing more and more tax documents show up in your inbox or mailbox. And this year, there are some unusual ones arriving, so outlined here is what to expect. Plus there is … Continue reading

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January Newsletter

The new year is upon us and so is another tax filing season.   With all the late breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year’s tax return may be a … Continue reading

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