January 5, 2022
If you invest in stocks, you probably look forward to receiving dividend checks (or notices that your dividends have been reinvested) from the companies you own […]
December 28, 2021
A common question among parents is, “How might I save for a child’s post-secondary education in a tax beneficial way?” The answer depends on how much […]
December 8, 2021
During the holidays, many charities solicit gifts of money or property. This article includes tips for documenting your charitable gifts so that you can claim a […]
December 8, 2021
It seems hard to believe, but the holiday season is almost upon us, and that means that the 2021 tax preparation season will soon follow. Now […]
November 4, 2021
As 2021 winds down, here are some ideas to consider in order to help manage your small business and prepare for filing your upcoming tax return. […]
June 18, 2021
You are not alone. We have been hearing from clients who are still waiting on refunds from returns filed early in the year. In normal times, […]
June 11, 2021
Do you own a second home at the beach, in the mountains, or some other getaway location, or are you thinking about buying one? If so, […]
May 27, 2021
My Tax Return for 2020 Has Been Filed – What If I Find Out I Made A Mistake? Generally speaking, tax return mistakes are a lot […]
March 24, 2021
The following is a brief summary of the American Rescue Plan Act of 2021, which was signed into law on March 11, 2021. Economic Impact Payments […]