Summer is a good time to start your 2017 tax planning and organize your tax records

Post Date: July 5, 2017

You may be tempted to forget all about taxes during summertime, when “the livin’ is easy,” as the Gershwin song goes. But if you start your tax planning now, you may avoid an unpleasant tax surprise when you file next year. A research they...

Claiming a federal tax deduction for moving costs

Post Date: June 27, 2017

Summer is a popular time to move, whether it’s so the kids don’t have to change schools mid-school-year, to avoid having to move in bad weather or simply because it can be an easier time to sell a home. Unfortunately, moving can be expensive....

2017 Q3 tax calendar: Key deadlines for businesses and other employers

Post Date: June 21, 2017

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all...

Deciding When to Start Receiving Social Security Benefits

Post Date: May 31, 2016

You may be at the point in life when you need to consider when to start receiving social security retirement benefits. Of course, for some people, their financial situation demands that they receive benefits as soon as possible. Many other people, however, have the...

Pay attention to the details when selling investments

Post Date: May 30, 2016

The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. If you invested in bitcoin you can now play Crypto Slots Casino, and bet with bitcoin. You’re probably focused on factors...

Coverdell ESAs: The tax-advantaged way to fund elementary and secondary school costs

Post Date: May 30, 2016

With school letting out you might be focused on summer plans for your children (or grandchildren). But the end of the school year is also a good time to think about Coverdell Education Savings Accounts (ESAs) — especially if the children are in grade...

Combine business travel and a family vacation without losing tax benefits

Post Date: April 29, 2016

    Are you thinking about turning a business trip into a family vacation this summer? This can be a great way to fund a portion of your vacation costs. But if you’re not careful, you could lose the tax benefits of business travel....

Tax-Related Identity Theft Schemes Soar

Post Date: June 30, 2015

Over the past 3 years, the IRS paid out an estimated $5.8 billion in fraudulent refunds, and stopped an additional $24 billion of fraudulent refunds claimed, according to a 2015 report issued by the Government Accountability Office.