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Taxation

Working with your advisory team—bankers, investment counselors, insurance agents and attorneys—our experts ensure that all services are both complete and comprehensive.

Form 1095: What You Need To Know

Are you waiting for Form 1095 in order to file your taxes? Learn more on whether or not you should truly be waiting for this form before you file on our latest blog, “Form 1095: What You Need To Know”!

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Recent Retirement Rule Changes

New legislation has made changes to popular retirement savings plans like IRA’s & 401(k)’s. Learn how you can use these new changes to your advantage on our latest, “Tax Tip of the Week”!

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Elections & Tax Savings

Every year is an election year when it comes to making decisions on your annual income tax return. Learn four common examples that can create tax savings opportunities if you elect the correct option on our latest blog post!

Late Filing Can Be Costly!

Did you know that late filing of your taxes for a corporation or partnership could cost you up to $820 in penalties after only 17 days? Read more about this penalty and how to avoid it on our latest “Tax Tip of the Week!”

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Where’s My Tax Return?

Did you know that missing statements or mismatched names on your tax documents could delay your tax return? This week we have a few other common examples as to why your tax return may be delayed on our latest, “Tax Tip of the Week!”

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Vacation Homes & Tax Benefits

n the midst of this Michigan winter, I am sure we are all day-dreaming of a vacation home somewhere that isn’t below freezing. But if you own a vacation home and create a proper tax plan, it can help create substantial tax benefits!

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Tax Strategies for Homeowners

As the housing market continues to boom, many are considering buying or selling a home. However, it’s important to know the tax consequences that may come into play in these situations. Learn more on our latest blog post, “Tax Strategies for Homeowners”!

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Retiree’s & Taxes

When it comes to taxes, growing older can have its advantages. But older individuals may also have additional tax-related requirements. Here’s a quick overview of the tax and financial breaks available as you reach a certain age.