#taxplanning

Dec 13, 20184 min read

2018 Year-End Tax Planning for Businesses

As year-end approaches, each business should consider the many opportunities that might be lost if year-end tax planning is not explored....

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Dec 27, 20172 min read

New Tax Law and Potential 2017 Action Steps

As if the holidays didn’t have enough details to stress us out, we are now facing new tax laws. Most of you don’t have time to read the...

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Dec 2, 20163 min read

Are you ready for "THE END?"

Taxes are the last thing on your mind between Thanksgiving and Christmas. However, we have only a few short weeks left to take care of...

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Nov 4, 20165 min read

Muddy Waters? - Tax Planning and Life Insurance

The IRS and your Life Insurance The first thing to consider about life insurance policies and taxes, is that for federal tax purposes, to...

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Aug 31, 20162 min read

Important Things to Know About 529 Plan Withdrawals

You know that 529 plans are designed to help you secure funds for higher education. However, the details of plan withdrawals might raise...

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Aug 2, 20161 min read

5 Ways to Avoid Taxes on Your Social Security Benefits

Whether your Social Security benefits are taxed, depends on your “provisional income.” Your provisional income is your adjusted gross...

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Jun 30, 20164 min read

Health Savings Account Planning

Seven tips for a sound strategy Health Savings Accounts (HSAs) have quickly risen in popularity over the past few years. In a nutshell,...

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