Clint Adams

Hello! You have probably heard about the global internet outtage caused by a Microsoft update with the company CrowdStrike that has affect thousands of businesses around the world. Unfortunately, ours is one of them and we have no access to account information, money movement, etc... LPL is still able to place trades if needed via a phone call. They can be reached at 800-877-7210 X9 X1. We apologize for the inconvenience and LPL is estimating the system will be back up by start of business Monday morning. Thank you!

Happy 4th of July!
Our office will close today, July 3rd at 1pmEST and be closed to celebrate our nations birthday tomorrow, July 4th. We will be back in the office on July 5th at 8:30am.
Happy 4th of July to you and your family and our Nation!

In honor of Memorial Day and all our fallen heroes and their families, our offices will be closed Monday, May 27th.
Let's remember all the freedoms we enjoy because of the ultimate sacrifice made by our military- we will not forget.
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Tax deductions you won't believe! Here are some examples of deductions from the IRS that are permitted and some that were, well, too creative.

Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Happy Easter! In observance of Good Friday, our office will follow the NYSE market holiday schedule and will be closed Friday, March 29th.

Have you ever had to deal with a "white elephant"?

White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.

Does your child need to file an income tax return?

Does Your Child Need to File an Income Tax Return? When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Please note our office will be closed for Presidents' Day on Monday, February 19th in accordance with the NYSE market holiday schedule.

What's my 2024 Tax Bracket?
Check this article out for the IRS's latest adjustments for the 2024 tax year -including tax brackets and standard deductions.

What’s My 2024 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Please note that our office will be closed Monday, January 15th in observance of Martin Luther King Day.

Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below is the IRS's latest adjustments for the 2024 tax year -including tax brackets and standard deductions.

What’s My 2024 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Happy New Year! Please note that our office will be closed Monday, January 1st.