RSS Feed Take a look at our recent blog posts and client newsletter articles. en-us Wed, 01 Sep 2021 09:00:00 -0500 Wed, 01 Sep 2021 09:00:00 -0500 What Is a Designated Roth Account? If you are a high-income earner who participates in a 401(k), 403(b), or governmental 457(b) retirement plan that has a designated Roth account, making contributions to that account could be a smart move. Wed, 01 Sep 2021 09:00:00 -0500 Verifying Your Identity When Calling the IRS If you need to contact the IRS, you will be asked to verify your identity. Here's what you need to know before you call. Wed, 01 Sep 2021 09:00:00 -0500 Tax Rules for Divorce and Alimony Payments Tax rules regarding divorce and separation can and do change - as they recently did under tax reform - and the last thing on anyone's mind during a divorce or separation is its effect on their tax situation. Wed, 01 Sep 2021 09:00:00 -0500 Tax Relief for Those Affected by Natural Disasters Tax relief may be available if you've been affected by a natural disaster this year, but only if you meet certain conditions. Wed, 01 Sep 2021 09:00:00 -0500 Six Things To Know Before You Start a Business Starting your own business is an exciting prospect, but there is more to it than simply writing a business plan. Wed, 01 Sep 2021 09:00:00 -0500 Which Educator Expenses Are Tax Deductible? Teachers and other educators should remember that they can deduct certain unreimbursed expenses such as classroom supplies, training, and travel on their tax returns to reduce the amount of tax owed. Sun, 01 Aug 2021 09:00:00 -0500 Retirement Plan Options for Small Businesses Employer-sponsored retirement plans are a key component of retirement savings. If you're like many small business owners in the United States, you may be considering the various retirement plan options available for your company. Sun, 01 Aug 2021 09:00:00 -0500 Opting Out of the Monthly Child Tax Credit Payment While many families will benefit from the extra money deposited into their bank accounts, some may want to opt out and instead take the Child Tax Credit when they file their tax return next spring. Sun, 01 Aug 2021 09:00:00 -0500 Minimizing Capital Gains Tax on Sale of a Home Learn how to avoid capital gains tax and why home improvements that qualify for the residential energy property credit can make a difference when selling your home. Sun, 01 Aug 2021 09:00:00 -0500 Key Tax Changes Could Affect Your Tax Situation in 2021 Key tax provisions in the American Rescue Plan Act of 2021 could affect your tax situation. Here's what you need to know. Sun, 01 Aug 2021 09:00:00 -0500 Three Key Things to Consider When Filing Your 2020 Tax Return Mon, 01 Feb 2021 09:00:00 -0600 Tips for preparing to file your tax return in 2021 Tue, 05 Jan 2021 09:00:00 -0600 2020 Retirement Changes Wed, 02 Dec 2020 09:00:00 -0600 Why Plan for Taxes? Wed, 18 Nov 2020 09:00:00 -0600 Tax Planning During the COVID-19 Pandemic Mon, 12 Oct 2020 09:00:00 -0500 Kiddie Tax Rules Change Back for 2020 Mon, 16 Mar 2020 09:00:00 -0500 Get your tax refund faster, easier and safer with these tips Tue, 11 Feb 2020 09:00:00 -0600 Ready, Set, TAX TIME! 5 Steps to Help You Prepare for Your Tax Preparation Wed, 15 Jan 2020 09:00:00 -0600 Year-End Tax Planning Tips Tue, 03 Dec 2019 09:00:00 -0600 Qualified Opportunity Zone Funds - Could These Benefit You? With the passing of the Tax Cut and Jobs Act in 2017, Qualified Opportunity Zones were created to help economic development and job creation in distressed communities throughout the country. The taxpayer can benefit by deferring tax on eligible capital gains as long it is invested in an appropriate Qualified Opportunity Zone Fund (QOZF) and meets other requirements. Tue, 19 Nov 2019 09:00:00 -0600 Expanded & Modified Work Opportunity Tax Credit IRS Reminder for Employees - Expanded and Modified Work Opportunity Tax Credit (WOTC) Fri, 08 Jun 2018 09:00:00 -0500 Responding to and Resolving Notices from the IRS Wed, 21 Mar 2018 09:00:00 -0500 Buying & Selling with Section 1031: An Overview of Tax-Deferred "Like-Kind" Exchanges Sun, 04 Mar 2018 09:00:00 -0600 Paying Yourself First: Retirement Options for Individuals An overview of options for individuals as they plan for retirement at any age. These days, an employer pension plan is not usually enough to fully fund an individual's retirement. Fri, 16 Feb 2018 09:00:00 -0600