January 5, 2022

Corporations: Do You Really Want To Pay Those Dividends?

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

Tax Benefits When Saving for College Education 

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

Tax Tips for Holiday Charity Donations

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

Tax-Saving Strategies to Consider Before Year End

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

Year-End Tax Planning

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

Haven’t Received Your Tax Refund Yet?

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

Tax Issues with Vacation Homes

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

Tax Return Mistake?

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 American Rescue Act – SIMPLIFIED

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 […]