Tax Deductions for Teachers
Teachers commonly dip into their own pockets to pay for classroom materials. The good news is, you might be eligible to deduct up to $250 on
Did you know the IRS has "Trick-or-Treat" Outcomes?
The IRS has many “Trick or Treat” outcomes, such as line 13 of the 1040, and most investors get the trick instead of the treat.
3 Tax Tips to Act On Before December 31
Its hard to believe that we're in the 4th quarter of the year! With only 3 months to go in 2017, here are 3 things you can easily do bef
'Fall' Into Tax Savings For Next Year
With fall in the air, it’s time to start thinking about things that need to be done to prepare for winter....it's also time for tax plan
Why We Waste Time...and End Up Wasting Money
If advisors would explain the math and the tax code, most people would be better off managing their assets and spending their time on the bi
Coming Tax Code Changes & How To Plan For Them
It's common with promised tax code changes to avoid Tax Planning and “wait to see what happens.” But most Tax Planning is NOT directly a
Tax Tips for the 2018 Season
With the 2017 tax season nearly in the books, it's time to start thinking about 2018...and what you will be doing the rest of this year
Halfway through this year's tax season and we haven't seen you...
Here we are, halfway through 2017’s tax season and we haven’t seen you in our office. If you have already filed, bring your completed return
Summer (NOW) Is The Time To Fix Your 2018 Tax Problem
Many will file their 2017 Tax Return in 7 months with a recurring mooooan and grooooan. Now is the time to take your preventative medicine a
Estate Planning & Taxes Go Together
Estate planning is not a sexy topic. That’s why - as we’ve been preparing client tax returns this year - we found it’s almost completely non