2016 Key Numbers
Stay on top of your planning needs in 2016 with our four key numbers worksheets. 2016's Most Popular Key Numbers 2016's Income Tax Key Numbers 2016's Retirement Planning Key Numbers 2016's Estate Planning Key Numbers
An Often Overlooked, but Important Process… Year-End Tax Planning
As the year begins to unfold we gain a clearer idea of how things will be shaping up relative to annual income and expenses. From year to year things can change, and it is important to know and understand how these changes can affect your income tax outcome. Year-end tax planning is a way to be [...]
Understanding “Sequestration”
If you like political drama, you're in luck. It seems like just yesterday the news was filled with references to the fiscal cliff. Now, coming to theaters everywhere, is "sequestration." Look for more political confrontation to unfold as sequestration gets under way. What exactly is sequestration? "Sequestration" refers to a series of automatic, across-the-board spending cuts [...]
Annual Tax Update Letter to our Clients & Friends
The links below contain two very important letters pertaining to the tax law changes enacted by Congress. Before you start to prepare your individual or small business tax return please read these letters. If you have any questions or concerns please go to our contact page and drop us a line! Tax Update Letter for Individuals [...]
What is the Fiscal Cliff?
The Cliffs of Moher The American people are a resilient bunch. Throughout the latter half of this year, we have spent more money on housing, more money on automobiles, and more money on each other during the first weekend of the holiday shopping season. Consumer confidence is at a 4½ year high. In spite [...]
Critical Tax Updates
We try to cover topics that are relevant and interesting to our clients, but sometimes we need to relay information that is very relevant, but not very interesting to people who don’t crunch numbers for a living. This is one of those articles that covers the upcoming changes to the tax code that is relevant to [...]