February 2017 Client Bulletin

Our February 2017 client bulletin takes a look at after-tax dollars in traditional IRAs, options for long-term care products, and a case for defined benefit plans for (very) small companies.

Updated 2017 Standard Mileage Rates

The IRS has released the 2017 optional standard mileage rates that taxpayers can use to compute deductible costs of operating automobiles (including vans, pickups and panel trucks) for business, medical, moving and charitable purposes.

January 2017 Client Bulletin

Our January 2017 client bulletin takes a look at handling hard-to-value IRAs with caution, the “other” exchange-traded funds, and profit-sharing plans for your small business.

December 2016 Client Bulletin

Check out our December 2016 client bulletin! This month we take a look at various aspects of seeking a stable retirement, tax on foreign stock funds, and automatic enrollment retirement plans!