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July 2020

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The Kiddie Tax

Properly managed, the “kiddie tax” rules can be used to your advantage. But if not, this part of the tax code can create an unwelcome surprise at tax time! Learn more about this tax rule and how it applies to you on our latest blog!

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Understanding Tax Terms: Wash Sales

If selling a stock or mutual fund to book a loss for your tax return, the wash sale rules are worth knowing. For the unaware, this rule could cost you a loss deduction. Learn more about this rule on our latest “Tax Tip of the Week”!

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Tax Surprises for the Newly Retired

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement years. Learn more about these possible surprises and how to avoid them on our latest “Tax Tip of the Week”!

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Documents Needed for Estate Planning

Estate planning can be a difficult subject, but a solid estate plan ensures that all of your desires are conveyed to your loved ones after you’re gone. Here are a few basic documents you should consider including in your estate plan, detailed in our latest Baker Holtz blog post!

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Melissa Seguin – Staff Spotlight

Melissa Seguin is not only a pivotable role model throughout our firm, but also in the local Grand Rapids community. While our Tax Principal is well known by our clients and community members alike, there are many sides to Melissa; both inside and out of our office. On this month’s Staff Spotlight, we introduce our one and only Tax Principal, Melissa Seguin!

5 Big Tax Mistakes

Every year thousands of taxpayers go through a gotcha with the IRS thanks to large, unexpected tax bills. Here are five common causes of tax surprises, ranging from lost refunds to retirement plan mistakes, all on our latest “Tax Tip of the Week”!


Deducting Summer Activity Expenses

The Child and Dependent Care Credit can be used to offset summer time care expenses for your qualifying dependents. These expenses don’t just include sending your kids to daycare while you work. Here is what you need to know.