When it comes to selecting someone to prepare your tax return, there are a lot of criteria to consider. Have you thought about whether the person offering to do your…
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Tax Planning and The Tax Cuts and Jobs Act The tax year 2018 is quickly ending. The Tax Cuts and Jobs Act (TCJA) makes tax planning more challenging this year,…
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…
The contribution limits for various retirement plans such as 401(k) plans have changed for 2018. The amount you can save for these accounts has gone up. Other retirement accounts have…
Recent Tax Developments & How They Could Affect You We wanted to take the time to provide you with a summary of recent tax developments that may affect you, your…
The Latest 2017 Tax Reform Proposals Whisper Down the Lane? Remember the game in elementary school where your class formed a line and someone started to whisper in their neighbor’s…
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…
Filing Deadline Relief for Parts of Florida Affected by Hurricane IRMA. The IRS just announced relief for victims of Hurricane Irma in parts of Florida and elsewhere will have until…
After the devastation of Hurricane Harvey and with Hurricane Irma threatening parts of the U.S. and Caribbean, the IRS reminds taxpayers that the agency is here to help. Individuals, businesses…
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…
