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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!

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”!

Treasury Delays the April 15th Deadline

The Department of Treasury announced that the April 15 tax deadline will be pushed back for many individuals and corporations, giving them 90 extra days to pay their 2019 Federal tax.

Kiddie Tax Rate

Parents of young children will always have plenty to worry about. New tax legislation passed at the end of 2019 eliminates at least one of these worries! Read more on our latest blog about how this new tax law affects you!

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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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Client Spotlight: Xibitz, Inc

On our latest “Client Spotlight” Baker Holtz introduces Xitbitz, Inc., a custom fabricator in the Grand Rapids area. Learn more about their business and everything they offer here!

How to Build Profits with a Business Website

When it comes to creating an attractive, informative, website that reflects the true essence of your business; the task can be a bit daunting. What should you include? How do you attract your clients? Learn more on our latest blog, “How to Build Profits with a Business Website”.