Author Archives: WFFA

August Client Bulletin

By

Confused about the recent tax law developments in the news? Learn about some of the major changes impacting your taxes for this year and discover ways to take full advantage of the changes in our August newsletter.

July Client Bulletin

By

In this month’s newsletter, find answers to the most common tax questions, read about custodial accounts, and learn how to plan for financial emergencies.

June Client Bulletin

By

For every deduction or credit that can lower your bill, there’s a sneaky rule waiting to catch you off guard. In June’s newsletter, learn about these common tax traps.

May Client Bulletin

By

Explore four areas to review before creating your 2025 tax plan and find estate planning tips in May’s newsletter.

April Client Bulletin

By

In this months newsletter, find a list of questions to ensure you’re prepared for the April 15th filing deadline.

February Client Bulletin

By

Some people avoid filing their tax return. Others don’t file right away because they know they owe a lot. In February’s newsletter, read about why it might make sense to file your tax return early and what to do if you get incorrect info on your return.

January Client Bulletin

By

January’s newsletter is focused on preparation tips for the upcoming filing season, reviewing your retirement savings plan, and how to review your financial health.