Tax debate touches every individual, business
Small business taxation, corporate tax rates, and changes to
popular deductions are just some of the many complex changes to the
Tax Code being debated in Congress. At the time this article was
Year-end planning for capital gains and losses
As an economic incentive for individuals to save and invest, gains
from the sale of capital assets held for at least one year unless
offset by losses, as well qualified dividends received during the
Information reporting deadlines coming up fast
Information reporting has become a growing part of IRS’s
enforcement and compliance strategy. Data matching, or even the
inference that the IRS has the data to do so, statistically has
How Do I? Compute taxable life insurance benefits
Life insurance proceeds are received tax-free. However, any
interest earned on life insurance proceeds, usually referred to as
its cash value, is subject to tax. Special rules apply to transfers
December 2017 tax compliance calendar
As an individual or business, it is your responsibility to be aware
of and to meet your tax filing/reporting deadlines. This calendar
summarizes important federal tax reporting and filing data for
How do I?…Set up a SEP
As a business owner you have likely heard about the tax advantages
of setting up a retirement plan for you and your employees. Many
small business owners, however, have also heard some of the horror
Estate planning for retirement plan assets
Throughout all of our lives, we have been told that if we don't
want to work all of our life, we must plan ahead and save for
retirement. We have also been urged to seek professional guidance
to help ...
Survive (and thrive) in an uncertain economy
During uncertain economic times, it's easy to feel pessimism and
react hastily amid media reports about growing unemployment rates
and stock market downturns. However, such actions can wreak havoc
How do I? Compute my net worth
How much am I really worth? This is a question that has run through
most of our minds at one time or another. However, if you aren't an
accountant or mathematician, it may seem like an impossible numb...
Tax aspects of divorce and separation
When it comes to legal separation or divorce, there are many
complex situations to address. A divorcing couple faces many
important decisions and issues regarding alimony, child support,
and the fair ...
Client FAQ: Hiring your spouse
Q. I have a professional services firm and am considering hiring my
wife to help out with some of the administrative tasks in the
office. I don't think we'll have a problem working together but I
Cafeteria plans can stretch your benefit dollars
An attractive benefit package is crucial to attract and retain
talented workers. However, the expense of such packages can be
cost-prohibitive to a small business. Establishing a tax-advantaged
Client FAQ: Consumer debt
Q. My family and I have always led a full life, enjoying vacations,
dinners out, and new cars. While many of these items have been paid
for by credit cards, we've never felt uncomfortable with our lev...
Is early retirement for you?
You're 57 years old and as part of an early retirement package,
you've just been offered a large cash bonus and salary
continuation, along with a lump sum payment from the company
retirement plan and ...
Budgeting 101: A student's guide to managing money
As parents, we all know that preparing a reasonable budget and
sticking to it is a basic principle of good financial planning. By
assisting college-bound students in developing and maintaining
Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.