January Client Bulletin

The new year begins with more stimulus payments and other financial assistance courtesy of the latest COVID relief legislation. Read about how the new bill affects your tax and financial outlook.

December Client Bulletin

Working from a home office has become a reality for many of us this year. But what, exactly, are the rules to be able to deduct your home office expenses on your tax return? Read about some ideas to help you qualify for the deduction.

Navigating Your 2020 Tax Plan

As we near the end of 2020, it is time to start thinking about what tax planning strategies should be put in place before year-end to minimize your tax burden. Check out our 2020 tax planning guide in our latest blog post.

November Client Bulletin

With all the talk during the pandemic about saving money, it is possible to go too far. Included in our November newsletter are some ideas to make sure this does not happen to you.