Articles


Three Key Things to Consider When Filing Your 2020 Tax Return


02/01/2021


Tips for preparing to file your tax return in 2021


01/05/2021


2020 Retirement Changes


12/02/2020


Why Plan for Taxes?


11/18/2020


Tax Planning During the COVID-19 Pandemic


10/12/2020


Kiddie Tax Rules Change Back for 2020


03/16/2020


Get your tax refund faster, easier and safer with these tips


02/11/2020


Ready, Set, TAX TIME! 5 Steps to Help You Prepare for Your Tax Preparation


01/15/2020


Year-End Tax Planning Tips


12/03/2019


Qualified Opportunity Zone Funds - Could These Benefit You?

With the passing of the Tax Cut and Jobs Act in 2017, Qualified Opportunity Zones were created to help economic development and job creation in distressed communities throughout the country. The taxpayer can benefit by deferring tax on eligible capital gains as long it is invested in an appropriate Qualified Opportunity Zone Fund (QOZF) and meets other requirements.
11/19/2019


Expanded & Modified Work Opportunity Tax Credit

IRS Reminder for Employees - Expanded and Modified Work Opportunity Tax Credit (WOTC)
06/08/2018


Responding to and Resolving Notices from the IRS


03/21/2018


Buying & Selling with Section 1031: An Overview of Tax-Deferred "Like-Kind" Exchanges


03/04/2018


Paying Yourself First: Retirement Options for Individuals

An overview of options for individuals as they plan for retirement at any age. These days, an employer pension plan is not usually enough to fully fund an individual's retirement.
02/16/2018



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