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.

March 2017 Client Bulletin

Check out our March 2017 client bulletin for a look at playing defense in a rising stock market, holding down premiums for Medicare Part B and safe harbor 401(k) plans for small companies.

The Importance of Tracking Basis

Your basis is a key factor in determining your tax bill when you sell property. While it has always been important to diligently track your basis in property you own, a recent court case has shown yet another reason why this is so crucial.