Category Financial Planning

There are some significant tax changes in 2019 that will affect the tax return you file in 2020. Now is the time to make a plan that allows you to take advantage of these changes. Below is easy access to three links we recommend you read as you plan for the new year. 1. Retirement …

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 of the year. Where should I invest to reduce my personal tax liability? Individual taxpayers can take advantage of various tax planning strategies. Here are …

As this year is coming to a close, many of us are already thinking forward to tax time. Now is the time to look at your full financial picture while there is still time to make financial decisions that will impact your tax burden. How do I get started on my tax projection? First, contact …

2018 Economic Update Webinar : Third Quarter We appreciate you joining us. The presentation is another in our continuing efforts to be more than just a CPA firm. We’re having great participation, got a very diverse, believe it or not, international group on our webinar today. Obviously, there’s considerable interest and to some degree concern …

2018 Economic Update Webinar : Second Quarter Thank you so much for joining us. And I want to welcome each and every one of you. We appreciate you joining us today. The presentation today is another in our continuing efforts to be more than just a CPA firm. We’re having great participation. We’ve got a …