Site Map

Site Feeds


Monthly Archives


Top 20 Tags

All Articles

Checking In On Your Resolutions – #2

Last week we started our check on our resolutions and we will wrap up our suggestions this week. ARE YOUR [...]

Checking In On Your Resolutions

So, we are in the first full week of January and life is regaining a normal routine.  How are you [...]

Salient Considerations in a Time of Transition

NEW YEAR’S RESOLUTION WELCOME 2019!  The new year is upon us and like most individuals, you may have made resolutions [...]

As The Year Winds Down…

It is hard to believe that 2018 will soon give way to 2019.  Where does the time go? When I [...]

What Happens If Large Gifts Are Made Now?

With the Tax Cuts and Jobs Act of 2017, the increased gift and estate tax exclusion amounts are set to [...]

Don’t Get Scammed

Tis the season. . . . For a risky time for people and their sensitive data.  Online shopping, impostors posing [...]

The Dark Web

This term is becoming increasingly heard – but do you know what it is and how it may affect you? [...]

How the Tax Cuts and Jobs Act Tax Affects Itemized Deductions

Due to the TCJA or recent tax reform, in addition to nearly doubling standard deductions, several itemized deductions that can [...]

Have You Taken Your RMD For 2018?

For those of you that are 70-1/2 years of age and are fortunate to have a retirement type account, such [...]

Has Your Personal Information Been Stolen?

As tax professionals, we most likely have more firewalls and tools in place than individuals to protect the information residing [...]

When to Re-Visit Your Estate Planning

You have spent days, and maybe even weeks, working with your attorney on your Estate Planning. You finally feel that [...]

Attention Retirees

You have worked hard and have now retired.  You receive pension and/or annuity benefits, have taxes withheld and all is [...]

Avoid Penalty for Underpayment of Taxes

So, as much as we grumble and grouse about paying taxes, imagine how you would feel if you received a [...]

Paycheck Checkup

Like most working Americans, when we start a new job, we complete a Form W-4 to direct our payroll withholdings [...]

Did You Know Taxpayers Can Connect with the IRS on Their Mobile Phone?

If you have questions regarding taxes, you can access the IRS mobile app, IRS2Go, which is available for free to [...]