2024 Tax Planning Letter Dear Clients and Friends,As we approach the end of another successful year, it's the perfect time to reflect on your tax situation for 2024 and start planning for 2025. Now is the moment to tie up any loose ends and implement effective tax-saving strategies to help [...]
Year-End 2023Dear Clients and Friends,What a wonderful year it has been. With it coming to a close, it is extremely important to analyze your taxes for 2023 and prepare for 2024. This is the time of year to tie up the loose ends and implement tax-saving strategies to avoid any surprises on April 15th. [...]
NOTE: This newsletter is issued annually to provide you with information about preparing for and minimizing your taxes. Do not apply this general information to your specific situation without additional details. Be aware that the tax laws contain varying effective dates and numerous limitations and exceptions that cannot be summarized easily. For details and [...]
The following information is very new and constantly changing but we wanted to provide it to you as quickly as we could. Please note the date of the post and recognize that each business is different in how this will or will not apply to them. We may not have the answers to all [...]
The IRS has changed the tax deadline to now be July 15, 2020. This means that tax returns do not need to be submitted and payments do not need to be made until July 15th. We encourage you to still file as soon as you can. If you owe you can still wait to [...]
The following information is very new and constantly changing but we wanted to provide it to you as quickly as we could. Please note the date of the post and recognize that each business is different in how this will or will not apply to them. We may not have the answers to all [...]
What the Tax Reform Act Means for You Congress has passed a tax reform act that will take effect in 2018, ushering in some of the most significant tax changes in three decades. There are a lot of changes in the new act, which was signed into law on Dec. 22, 2017. You can [...]
Keeping Savings on Track with a Spousal IRA Being a stay-at-home mom or dad, or working part-time to help take care of the children, can make a big contribution to the balance and well-being of a family. Unfortunately, time out of the workforce could put the caregiving spouse at a disadvantage when it comes [...]
