Year-end Business Tax Planning

2018 Year End Tax Planning for Businesses   Year-end Tax Planning for Your Business’ Future Expert Advice from Tax Partner, Karen Delle Site   With the major changes to the tax rules thanks to the Tax Cuts and Jobs Act passed late last year, there is...

Year End Tax Essentials

5 Year End Tax Essentials November 1, 2018  Mark your calendar to review these essential items each year to ensure you are not missing something that could cause tax trouble when you file your tax return: Required Minimum Distributions If you are 70½ or older, you may...

Minimize Your Taxes

Minimize Your Taxes Launch a Tax Strategy October 1, 2018  Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Assess Your Income. Begin by determining how...

Tax Changes You Need to Know : Education

Tax Changes You Need to Know In Education September 24, 2018  As students gear up to head back to school, there are some changes to education deductions that could save or cost you more in taxes and even raise college tuition costs. Here is what you need to know to...

Large-scale tax change – tax surprise

Is a Tax Surprise Waiting for You? September 12, 2018  Often lost in the excitement of large-scale tax change is how they can negatively impact some individual situations. Check out the questions below to see if you might be in for a tax surprise this year. Will You...

Keep the Right Records for Tax Purposes

Record Keeping for Tax Purposes September 18, 2018  Tax law change can be good — but it can also be messy. Make sure you’re keeping track of everything you need for the 2018 tax season (and beyond) using these pro-approved tips: 1. Create A Separate Bank Account...