A Dozen Tax Planning Triggers
Here are some things that should trigger you to conduct a full tax planning session.
Employee Tax-Free Income
While most income received from your employer quickly ends up on a W-2 tax form at the end of the year, here are some common employee benefits that often avoid the impact of Federal taxes.
Inflation Spikes Social Security Checks for 2022
The increase is based on the rise in the Consumer Price Index over the past 12 months ending in September 2021.
Five Tax-Loss Harvesting Tips
Though the markets have been up strongly this year, your investment portfolio could have a few lemons in it. Using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade.
Why is a Balanced Scorecard Important?
One way to evaluate your business and establish strategic goals is with the Balanced Scorecard.
Jennifer Dougherty – Staff Spotlight
Jennifer Dougherty joined the Baker Holtz team as their marketing director in February 2021. She manages their social media accounts, their website, advertising initiatives, and… Read More »Jennifer Dougherty – Staff Spotlight
