December 14, 2016

Retirement Tax Break Benefits for 2016

December 31 is the last day you can benefit from certain retirement tax breaks. For example, if you haven’t put the maximum amount allowed in your […]
December 7, 2016

Should You “Bunch” Your Medical Deductions?

Bunching deductions means timing the payments between years to get the best tax deduction. Since 2016 is the last tax year that taxpayers age 65 or […]
November 10, 2016

2017 Social Security Benefits

In 2017, retirees under full retirement age can earn up to $16,920 ($15,720 in 2016) before social security benefits are reduced.  
October 12, 2016

IRS Scam Warning

The IRS has again issued a scam warning. The newest scam involves receiving via email a fake version of an IRS bill related to the Affordable […]
October 5, 2016

October 17 Deadlines

Did you extend your 2015 federal individual income tax return? October 17 is the final deadline. And if you put too much money in your IRAs […]
September 14, 2016

Education Tax Breaks

Are your children in college? You may be able to offset some of the costs of their education with tax breaks. Here’s a “tax primer.” Education […]
September 7, 2016

Deadline For Retirement Plan

Looking for a business retirement plan that you can set up for 2016? You have until October 1 to adopt a SIMPLE plan.  
September 7, 2016

Third Payment Due

Remember to make your third individual estimated tax payment by September 15. Contact us if you need help.  
August 17, 2016

Get Serious About Catching Up

If you’re age 50 or older, tax law has a permanent provision that lets you make extra contributions to your retirement plans. These “catch-up” contributions vary […]