Seminars on the New Federal Tax Law
Got Tax Questions? The new federal tax law changes have a lot of people and business owners asking, “How will this impact me?” To answer… Read More »Seminars on the New Federal Tax Law
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2018 Setting Up to be the Year of the Divorce
The Tax Cut and Jobs Act of 2017 will likely make 2018 the Year of the Divorce. Anyone who has been contemplating divorce may be… Read More »2018 Setting Up to be the Year of the Divorce
Tax Facts
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. 093 Tax Facts 630
A Bucket Strategy To go with Your Bucket List
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50!… Read More »A Bucket Strategy To go with Your Bucket List
Steps to Take If the IRS Sends a Letter
What to do you do if the IRS send you a letter? When the IRS needs to communicate with taxpayers about details with their taxes,… Read More »Steps to Take If the IRS Sends a Letter
How Can a Captive Insurance Company Benefit Your Business?
Business owners are generally more concerned with day to day business matters and may not realize some of the opportunities that may arise from solving problems.… Read More »How Can a Captive Insurance Company Benefit Your Business?
Estimated Tax Payments — AN OVERVIEW
Are you on track for making your estimated tax payments for the 2017 tax year? Here is what you need to know. HOW MUCH DO… Read More »Estimated Tax Payments — AN OVERVIEW
Can You Avoid Early Withdrawal Penalties from your Retirement Account?
How can you avoid Early Withdrawal Penalties? If you’re saving for retirement in a qualified plan sponsored by your employer, such as a 401(k), or… Read More »Can You Avoid Early Withdrawal Penalties from your Retirement Account?
Tuition Tax Credits
Education Tuition Tax Credits College expenses are on the rise. The College Board reports that the average cost of a college education, including room and… Read More »Tuition Tax Credits
Why Use a CDFA in your Divorce?
A Certified Divorce Financial Analyst (CDFA) Can Help The process of a divorce can last a year or more. A Certified Divorce Financial Analyst (CDFA)… Read More »Why Use a CDFA in your Divorce?