The IRS’ audit rate on individual income tax returns was 0.59% last year, which represents the lowest rate in the past 17 years. Households in all tax brackets saw a…
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I heard a staggering statistic at last week’s Xerocon conference: 50% of small businesses fail without a financial advisor to help them understand their books. I looked deeper into the…
If your 2018 tax return was a doozy, you may want to consider making some changes to your tax withholdings—after all, changes are in the air at the IRS. One…
Changes to Retirement Savings: Understanding new and pending rules to help you maximize your savings
Journalists have been calling 2019 the “year of retirement reform” for a couple of reasons. Congress is currently considering several significant retirement bills. If these bills pass, they may have…
Summer has arrived! Whether you’re parked at the pool, planning a fabulous vacation, or just staying cool in the AC, it’s a time when life slows down a bit for…
One of the most misunderstood concepts that our clients find confusing every year around tax time has to do with business expenses, assets, and depreciation. Specifically, when you spend money…
Each quarter, we offer insights and a summary of events relevant to the U.S. economy. Enjoy this free webinar from the first quarter of 2019. Please contact us if you…
Each year, the Florida Institute of CPAs organizes a CPA day of service, encouraging members to give back to their communities. We’re thrilled to be getting involved with two important…
The tax returns are in, and so are the step counts. We have winners of the 2019 Fitbit Challenge! First, the top steppers for March and April. March Page Shelby…
Many taxpayers filed extensions this year due to surprises and misunderstandings about the new rules under the Tax Cuts and Jobs Act. If you extended your tax return and didn’t…
