February Client Bulletin
With tax season now officially underway, read about how to be prepared for unusual tax documents in our February newsletter.
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January Client Bulletin
January’s newsletter includes several tips to help you plan for tax filing season, save for retirement and improve your financial health in 2022.
December Client Bulletin
In December’s newsletter, read about recent tax court cases that have great tax messages, five great money tips, and more.
November Client Bulletin
This month’s newsletter shows several tax moves to consider by December 31st to lessen the amount of money you owe the IRS.
October Client Bulletin
This month’s newsletter covers some of the common signs of identity theft and what you can do if you find that you’re a victim.
Recap of The House Ways and Means Committee’s Recent Tax Proposal
During the week of September 13th, the House Ways and Means Committee issued a tax proposal involving rather expansive changes to the Code in terms of increased tax rates primarily aimed at high-net-worth taxpayers and corporations. Learn more in this article.
New York Pass Through Entity Tax Update & How to Actually Make the Election
New York state has finally answered our questions regarding the new Pass Through Entity Tax (i.e. the SALT workaround), which can help you decrease your tax bill. The election to opt in to this new tax must be made by October 15th, 2021. This article will walk you through exactly how to make the election on the NYS website.
September Client Bulletin
With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear.
August Client Bulletin
This year, summer means more money for you thanks to the child tax credit advance payments. Learn about this and more in our newsletter.
July Client Bulletin
Included in this month’s newsletter are several ideas to help you reduce your tax bill.