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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”!

Don’t Overlook Valuable Tax Credits

Tax credits are one of the most powerful ways to lower your income taxes. A tax credit reduces your tax bill dollar for dollar. Learn more about these valuable tax credits and how you can save more on this year on our latest blog!

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Janet K. Sheffield – Staff Spotlight

From accounting and tax work, to party planning, sewing, and re-purposing, Jan truly allows her creative knack at heart to shine through in everything she does. On this month’s “Staff Spotlight”, learn a little more about our associate, Jan Sheffield, inside and out of the office world!

Review IRA Beneficiaries Now

Lost in the media storm during the coronavirus pandemic is a law change enacted in late 2019 that eliminates an IRA withdrawal technique known as the stretch IRA. Here is what you need to know!

Debt Reduction May Be Your Best Investment

Investors are increasingly worried about the ups and downs of the stock market. If you’re worried about your investments and want to reduce your debts, you’re in luck. Debt reduction gives you a guaranteed rate of return!

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Stephanie Noeldner – Staff Spotlight

When you think of a CPA firm, you commonly think of the accountants and tax preparers hard at work this tax season; working long hours at their desk to make sure each return is filed in a timely fashion. However, behind the scenes of each CPA firm is another group of workers; the ones with less recognition, but just as much responsibility. On this month’s “Staff Spotlight”, we are proud to introduce Stephanie Noeldner, Administrative Assistant!