Planning matters

Today’s Worker: The Independent Contractor

Not long ago, the norm would be to graduate from college, get a job, and stick with that job until retirement. But now one alternative is to graduate with a specific set of skills, find a contract position in your field, and then move from one contract to another, with a variety of different companies,…

Read More

Never Take on the IRS Alone

Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should seek professional help as soon as you receive a letter from the IRS.  IRS auditors do this for a living — you don’t. Seasoned IRS agents have seen…

Read More

Time to Test Your Tax Trivia!

Take a break from the tax preparation and participate in our tax trivia quiz!

Read More

Tax Planning Time

It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…

Read More

New Tax Law 2018

On December 22, 2017, the President signed into law new tax legislation with many provisions effective for 2018 and expiring 2025. Here are some of the highlights that apply to most clients and a few obscure details.

Read More