12/29/2023
Happy new year! Here are some tax ideas to get you started right.
Great Tax Tips to Start the New Year - yes, really some tax tips
The holiday season is over and the new year is upon us. Why not consider starting the year with some tax smart ideas.
12/22/2023
Having a new baby or know someone who is? Here are some tax saving tips everyone should know
Babies and Children. Tax Tips Everyone Should Know - Especially parents, grandparents and relatives
Babies and kids bring plenty of upheaval to the lives of parents. Thankfully they also bring some breaks parents can use to reduce their tax burden, and friends and family can help! Here are some tips everyone should know.
12/20/2023
Last minute changes by the IRS are causing more confusion for small business owners. Find out how you should handle this situation in your business.
Tax & Business Newsletter: December 2023
The 1099-K reporting requirements are constantly being changed by the IRS at the last minute, and 2023 is no exception! In this month's newsletter, find out what these late breaking changes may mean for your business. Also find out how the IRS is trying to help businesses that filed an inaccurate ap...
12/15/2023
Need to know what information the IRS has on you? Transcripts, tax return copies and other documents are available from the IRS. Here is how to get them.
Know What the IRS Knows About You - Here is how you can find out...
It is now easier than ever to get access to your IRS records and see what vendors and employers have submitted to the IRS. Here is what you need to know.
12/13/2023
Here's a handy checklist to make sure your donations comply with IRS rules. Also find out what you should include in an annual review of your insurance policies.
Tax Planning Insights: December 2023
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....
12/08/2023
Now is the time to plan next year's retirement contributions. Here's what you need to know.
Plan Your 2024 Retirement Contributions
2023 contribution limits are set for retirement plans. Now is a good time to plan for your upcoming retirement contributions.
12/06/2023
There's still time to lower this year's tax bill with these ideas, plus some tax surprises to be on the lookout for. All this plus a fun holiday quiz to impress family and friends!
Client Update Newsletter: December 2023
The temperature isn’t the only thing falling this time of year. Your 2023 tax bill can also be falling with a little bit of proactive planning, but time is running out! To help you make the most of potential tax saving moves before the end of the year, this month's newsletter features several...
12/01/2023
Another late law change impacts what the IRS will see regarding small business activity for individuals that often don't think they are in business. Here is what you need to know.
Late Breaking News: New 1099-K Requirements Delayed - You will be surprised how many are impacted
If you sell concert or sporting event tickets, sell items on Amazon or eBay, or accept payments using digital tools like Venmo...READ THIS!