The first step in your tax prep is gathering all the information you’ll need to complete your tax forms. Here is a tax preparation checklist of items that you might need to complete your taxes. This tax prep checklist can help you get organized. …
Deadlines to Prepare for Tax Season
To prepare for tax season, there are a few deadlines you should know. In early 2024, we’ve listed important upcoming deadlines to prepare for the 2023 Tax Year filings. Have questions? Schedule an appointment with us — in person, by phone, or by Zoom, whichever is most convenient for you …
Proactive Year-end Tax Planning for 2022 and Beyond
Other than some IRS inflation adjustments, calendar year 2022 has brought limited changes in tax laws for individuals. Many of the provisions that were passed in bills like, The Inflation Reduction Act of 2022, affected corporations, such as the corporate minimum tax of 15% for corporations …
Join Us for Our Financial Strategy Workshop March 2022
Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax reduction strategies and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Proactive Year-end Tax Planning for 2021 and Beyond
2021 has been an unusual year and there is still major legislation being discussed that could have an effect on your taxes. It is the first year of a new administration, so investors should consider taking into consideration the impact of possible future tax strategies. This report includes information on …
Join Us for Our Financial Strategy Workshop
Your current financial strategy could be destroying your retirement income… and taxes are likely the culprit. Discover tax-smart retirement planning and protect your money from Uncle Sam! Attend one of our free workshops! We’ll discuss: Tax Planning, Retirement Income, Mitigating Risk and Estate Planning …
Proactive Year-end Tax Planning for 2020 and Beyond
2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes. It is also a presidential election year, so investors might want to think about potential future tax strategies. Although it will take more than a change in president to enact tax laws changes …
Quarterly Economic Update: Fourth Quarter 2019
Equity markets advanced heavily in 2019 and investors were rewarded. The final month of the year brought several new highs for both the S&P 500 and the Dow Jones. In the fourth quarter of 2019, the S&P 500 rose over 9% and turned in its best annual performance since 2013 …
Welcome to 2020
Learn what’s ahead for 2020 and get your 2019 taxes ready for this April. Our primary goal for the new year is to continue our tradition of helping clients work toward achieving their personal financial goals. To make that process more efficient, we send out the attached convenient 2020 CHECKLIST …
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