IRS ALERT: Two New Tax Scams
In a recent release, the IRS is raising awareness regarding a couple new tax scams targeting taxpayers. Here is what [...]
July 2019
Retirement Basics: Understanding Tax Efficiency
Managing your taxable income during retirement can be complicated. Social Security retirement benefits, retirement plan distributions and supplemental income can [...]
Don’t Fall for These 5 Audit Myths
Separating truth from fiction about IRS audits is an important exercise for everyone. Here are 5 audit myths that, if [...]
July 2019 Client Update Newsletter
Tax day might seem far away, but waiting until year-end to make your tax moves may prove costly to you. [...]
June 2019
4 Awesome Summertime Tax Saving Tips
Along with the warm weather, summer brings some unique opportunities to save some taxes. Here are four ideas to work [...]
3 Great Charitable Deduction Ideas
Despite what you may have heard from friends or family, you can still claim generous tax benefits for charitable contributions. [...]
Replacing Lost Tax Breaks for Your Growing Children
Tax breaks drop dramatically as your children grow up, but you may be able to offset the losses with some [...]
Reminder: Second Quarter Estimated Taxes Due- Now is the time to make your estimated tax payment
If you have not already done so, please plan to make your second quarter estimated tax payment. The due date [...]
June 2019 Client Update Newsletter
Summertime offers unique tax saving situations. Outlined here are five ideas everyone can use. Plus, this issue includes ideas to [...]
May 2019
2020 Health Savings Account Limits- New contribution limits are on the horizon
The ever-popular health savings accounts (HSA) limits are set for 2020. The new limits increase the amounts you can save [...]