Jan 11, 2017 | Firm Updates, Individual Tax, Tax Tips
If you’re like many Americans, you might not start thinking about filing your tax return until close to this year’s April 18 deadline. You might even want to file for an extension so you don’t have to send your return to the IRS until October 16. But there’s another...
Dec 14, 2016 | Firm Updates, Individual Tax, Retirement Planning, Tax Tips
A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one of the simplest is to take advantage of the annual gift tax exclusion...
Dec 9, 2016 | Firm Updates, Individual Tax, Small Business
You want to save money. This may sound counterintuitive, because it costs money to hire a CPA. But a good CPA can save you money—sometimes lots of it. CPAs know the latest tax and accounting laws and regulations to help plan for your personal and business finances,...
Nov 29, 2016 | Firm Updates, Individual Tax, Tax Tips
Donations to qualified charities are generally fully deductible, and they may be the easiest deductible expense to time to your tax advantage. After all, you control exactly when and how much you give. To ensure your donations will be deductible on your 2016 return,...
Nov 16, 2016 | Firm Updates, Individual Tax, Tax Tips
Now that Donald Trump has been elected President of the United States and Republicans have retained control of both chambers of Congress, an overhaul of the U.S. tax code next year is likely. President-elect Trump’s tax reform plan, released earlier this year,...
