Finance News & Blog

 

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June 25, 2018

Your Right to an IRS Appeal

Are you in the middle of a disagreement with the IRS? One of the guaranteed rights for all taxpayers is the right to appeal. If you […]

News Archive

March 1, 2017

Got Nexus? & Four Tips for Donating Artwork to Charity

Got Nexus? Find Out Before Operating In Multiple States For many years, business owners had to ask themselves one question when it came to facing taxation […]
February 1, 2017

Facing the Tax Challenges of Self-Employment & Phaseouts and Reductions

Facing the Tax Challenges of Self-Employment Today’s technology makes self-employment easier than ever. But if you work for yourself, you’ll face some distinctive challenges when it […]
January 1, 2017

DAFs Bring an Investment Angle to Charitable Giving & Need to Sell Real Property?

DAFs Bring an Investment Angle to Charitable Giving If you’re planning to make significant charitable donations in the coming year, consider a donor-advised fund (DAF). These […]
December 1, 2016

7 Last-Minute Tax-Saving Tips & Are Catch-Up Contributions For You?

7 Last-Minute Tax-Saving Tips Where did the time go? The year is quickly drawing to a close, but there’s still time to take steps to reduce […]
November 1, 2016

Donating Appreciated Stock & Is the Sales Tax Deduction Right for You?

Donating Appreciated Stock Offers Tax Advantages When many people think about charitable giving, they picture writing a check or dropping off a cardboard box of nonperishable […]
October 1, 2016

Take the Worry Out of Business Valuations & Have a Pension?

Take The Worry Out Of Business Valuations Appraisals can inspire anxiety for many business owners. And it’s understandable why. You’re obviously not short on things to […]
September 1, 2016

AMT Awareness & The 529 Plan for Funding a College Education

AMT Awareness: Be Ready For Anything When it comes to tax planning, you’ve got to be ready for anything. For example, do you know whether you’re […]
August 1, 2016

Pros and Cons of 401(K) Loans & The Tax Impact of a Child’s Investment Income

Are You Sure You Want To Take That 401(K) Loan? With summer headed toward its inevitable close, you may be tempted to splurge on a pricey […]
July 1, 2016

Home Office Deduction & Household Employees

Getting Comfortable With The Home Office Deduction One of the great things about setting up a home office is that you can make it as comfy […]
June 1, 2016

Organizing Your Financial Records & Summer Camp Costs

Organizing Your Financial Records For Best Results With tax time long over and midyear officially here, it’s a great time to organize your financial records. And […]
May 1, 2016

Family Wealth Management & Amending Your Tax Return

Juggling Family Wealth Management Is No Trick Preserving and managing family wealth requires addressing a number of major issues. These include saving for your children’s education […]
April 1, 2016

Save Green with Sustainable Tax Breaks & The Tax Impact of Debt Relief

Go, Save Green with Sustainable Tax Breaks Many people want to do something, however small, to contribute to a healthier environment. There are many ways to […]