Resources

Recent Blogs

19
Jul

5 little-known tax surprises you should be planning for now

Many people have similar tax situations from year to year, and so they become familiar with the rules and regulations that apply to their personal finances. However, changes in...
05
Jul

Audit risks for individual taxpayers

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...
27
Jun

Are you still managing your own small business books?

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...
11
Jun

Are your tax withholdings accurate?

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....
07
Jun

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...