Category Archives: Uncategorized

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →