01/15/2025
Learn about two laws that are in limbo to start 2025 and how your business should approach them. Also read through several tips to make filing your business's 2024 tax return smooth sailing.
Tax & Business Newsletter: January 2025
Deciphering and complying with new laws is unfortunately something that all business owners must contend with. To make matters worse as we start a new year, there are several laws that were blocked by judges after millions of businesses had already started implementing them. In this edition of the T...
01/10/2025
Reminder: Q4 estimated tax payment is due Wednesday, January 15, 2025.
Reminder: Fourth Quarter Estimated Taxes Now Due - Now is the time to make your estimated tax payment
Plan now to make your 4th quarter estimated tax payment.
01/08/2025
The start of a new year is a great time to review your financial, legal and personal strategies. Here are some ideas to get you started. Also use our tax tips to help with filing your 2024 tax return.
Tax Planning Insights: January 2025
If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....
01/03/2025
Must have information to avoid being a victim of identity thieves during tax season.
Tax Season is Scam Season - PLUS: Small Business Judicial ALERT Update
Now is the time to be alert as tax season is the height of scam season as thieves attempt to steal your information and withholdings. Here are some tips.
01/01/2025
Great tips to start the year off right; including tax organization, retirement funding smarts, and great financial tips. Read on!
Client Update Newsletter: January 2025
January marks the official beginning of the 2024 tax filing season. Informational tax returns will start pouring in, so too will the bad players trying to take advantage of the unwary taxpayer. So be on the alert for possible tax identity theft. Now is the time these bad players are most active. Thi...
12/27/2024
A great way to shelter over $1,000 from tax each year is to leverage the kiddie tax rules. Here is what you need to know.
Leveraging Kiddie Tax Rules - PLUS: Small Business Judicial ALERT
When done correctly, over $1,000 of unearned income be tax free for each child each year. But only if you know the rules. Here is what you need to know.
12/20/2024
Taking full advantage of the Child and Dependent Care credit usually comes down to the details. Here is what you need to know.
Maximize the Child & Dependent Care Credit
Are you getting the most out of this daycare credit? Here is a brief expanation of this popular tax credit and some tax tips to help.
12/18/2024
Get your business ready to file its 2024 tax return with these tax tips. Also read about the latest on the enforcement of a new reporting requirement that was blocked by a federal judge.
Tax & Business Newsletter: December 2024
It’s almost time to file your business’s 2024 tax return! To help make filing your return go as smoothly as possible, this month’s newsletter features several year-end tax tips to get you organized and find last-minute opportunities to cut your tax bill. Also included is an update...
12/13/2024
Be more vigilant to phishing scams than ever! Here are some hints.
Gone Phishing?
Unlike fishing, phishing has no limits and can hurt anyone it touches. As one of the top 12 IRS tax scams, you do not want to take this bait. Here is what you need to know.
12/11/2024
An outdated estate plan can leave your heirs with a bigger tax bill and more legal headaches. Here are several more reasons why you should conduct an annual review of your estate plan.
Tax Planning Insights: December 2024
If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....
12/06/2024
Now is the time to plan next year's retirement contributions. Here's what you need to know.
Plan Your 2025 Retirement Contributions
2025 contribution limits are set for retirement plans. Now is a good time to plan your upcoming retirement contributions.