Taxation
Working with your advisory team—bankers, investment counselors, insurance agents and attorneys—our experts ensure that all services are both complete and comprehensive.
Improve Next Year’s Tax Situation Now!
Whether you receive a big refund or pay your taxes on tax day, taking action now can ensure next year’s tax bill is optimized by… Read More »Improve Next Year’s Tax Situation Now!
Make Your Child’s Summer Break a Tax Break
As a busy working parent, you may be concerned about what activities are available for your kids this summer. There may be a solution that’s… Read More »Make Your Child’s Summer Break a Tax Break
Replacing Lost Tax Breaks for Your Growing Children
Your kids are getting older. Before you know it they’ll be dating, driving and entering college (if they aren’t already!). Tax breaks drop dramatically as… Read More »Replacing Lost Tax Breaks for Your Growing Children
Put Your Tax Refund to Good Use
Three-fourths of filers get a tax refund every year, with the average check weighing in at $2,972* so far this tax season. Here are some… Read More »Put Your Tax Refund to Good Use
How to Reduce Your Property Taxes
Market values of homes are skyrocketing and higher property tax bills are soon to follow. Prepare now to knock your property taxes back down to… Read More »How to Reduce Your Property Taxes
It’s Tax Time! 1st Quarter Estimated Taxes are Due
Now is the time to file your taxes and make your estimated tax payment.
Audit Target: The Sole Proprietor
Each year the IRS publishes their activities in a publication called the Data Book. And each year for the past number of years the number one target of audits are those tax returns with a Schedule C for small business activity. So how can you prepare yourself for a possible audit? Here are some tips.… Read More »Audit Target: The Sole Proprietor
The Marriage Penalty is Alive and Well
Despite what you may think, the marriage penalty is alive and well.
