June Client Bulletin
In this month’s newsletter, find out when it might make sense to have a tax planning session to cut your 2024 tax bill.
tax planning
November Client Bulletin
November’s newsletter outlines Social Security’s cost-of-living adjustment for 2024 and reveals ways to reduce your 2023 tax bill.
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.
July Client Bulletin
Included in this month’s newsletter are several ideas to help you reduce your tax bill.
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.
July Client Bulletin
Our July newsletter covers effective tax planning, summer road trip tips, IRS audits, setting salaries and basic customer retention.
December 2018 Client Bulletin
Our Dec 2018 bulletin looks at the affect of the new SALT deduction limits on home sales, the importance of powers of attorney, and how small businesses should handle year-end bonuses.
November 2018 Client Bulletin
Our November client bulletin takes a look at tax planning for individuals and businesses under the new tax law, with a close look at changes to individual deductions.
Charitable Donations and the New Tax Law: Minimizing Your Tax Bill While Maximizing Your Giving
The new tax law made changes that can reduce or even remove the tax benefits of making charitable contributions. We put together a few strategies that you can use to save on taxes while maintaining your charitable giving.
When the Government Can Help Fund Your IRA: Finding the Silver Lining in a Down Year
Starting a new business can mean lower-than-usual income until things get up and running. So can taking off time to travel or care for a loved one. Make the most of a low-income year by having the government help you fund your IRA with the Saver’s Credit.