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Taxes and Education

With crushing student loan debt and the skyrocketing costs of education at   all levels making headlines and policy debates, the approaching start of the […]


Taxpayer Bill of rights

Tax planning goes on all year long.  Being prepared is the best and easiest way to take advantage of all of the tax breaks available […]


TAX RECORD SECURITY

TAXPAYER  INFORMATION SECURITY Taxpayers should always keep a set of backup records in a safe place and away from the original set of records. Keeping […]


2013 Last Minute Tax Planning

IT IS NOT TOO LATE… While 2013 is now a memory, please remember it is not too late to contribute to either a SEP, Keogh, […]


It’s not too late…

While 2013 is now a memory, please remember it is not too late to contribute to either a Roth IRA or many traditional IRA’s.  The […]


Starting the New Year

As we start 2014, everyone is just beginning their New Year’s Resolutions.  Some of us are keeping them and others have already lost the battle.  […]


End of Year Tax Tips

We are rapidly approaching 2014 and as we close out this year it is a good time to remember the Gift Tax Exclusions.  For 2013 […]


Preparing for Year End

As we approach 2014 many of us are busy with family and friends.  It is a time for parties and celebrations and family gatherings.  It […]


Your Health Care Plan? To stay or to go

With the future of healthcare uncertain, this month is the appropriate time to meet with your insurance agent, broker or plan administrator to determine what […]


Year End Tax tips

With Thanksgiving approaching the year is rapidly coming to an end.   The holiday season is a great time to implement tax saving strategies before the […]