With all of the changes we’ve experienced in 2020, we strongly recommend reviewing your tax documentation and other financial information before the end of the year. We conduct year-end tax…
Read More
As tax and financial professionals, we encourage you not to wait until January to make your plans for 2021. There are many opportunities available for financial planning that can positively…
Tax returns for partnerships and S-corps that pay on a calendar year are due March 16, 2020. Typically the deadline is the 15th, but it’s pushed because the 15th falls…
If you have completed a tax projection that shows tax due, now is the time to look at ways you can reduce or defer your tax burden before the end…
Preparing for Year End As the end of the year approaches, it can be confusing to decide what information you need to get together and send to your accountant. We…
In our last post, we told you how the Hurricane Irma may have affected your tax deadline. But has the storm’s devastation impacted the deadline for retirement plan funding? The…
What is a Safe Harbor 401(k) Trying to Solve? Before you ask what a safe harbor 401(k) is, you should understand why someone would want one. Most 401(k) plans…
