2021 TAX FILING CHECKLIST

2021 TAX FILING CHECKLIST

Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the process go smoother and may reduce the risk of costly errors. Check out the tax tips below and prepare to tackle this tax season with confidence.   Gather Forms...
9 Strategies to Save Taxes in 2018

9 Strategies to Save Taxes in 2018

Every year around tax time, we inevitably receive an influx of individuals that come to us asking questions about their personal tax situations. Some currently have financial advisors, and others don’t. The one thing they all lack is someone with the expertise to...
9 Strategies to Save Taxes in 2018

Do you benefit from Tax Cuts and Jobs Act?

The final terms of the tax bill have now been signed into law. The majority of the tax provisions will take effect as of January 1, 2018 and many workers will see the effect on their paychecks starting as early as February. While there has been endless debate on...
Our Thoughts on the New Tax Bill

Our Thoughts on the New Tax Bill

With the Senate passing tax legislation early Saturday morning, the prospect of tax reform is now one step closer to being signed into law. With both the House and Senate each having passed their own versions of legislation, it is expected that there will be a formal...