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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

 

Tuesday, February 28, 2017

Do you contribute to a health savings account, or HSA, to help you cover your medical expenses? Taxpayers are allowed to make tax-deductible contributions to HSAs if they have health plans that have high deductibles, based on Internal...

 

Wednesday, February 15, 2017

Many people dread tax time, but it can be even more frustrating if you have to wait longer than you’d hoped for your refund. Unfortunately, the Internal Revenue Service is warning that patience may be necessary this year. For one...

 

Tuesday, January 31, 2017

Did Brexit affect your investments? Global markets lost a total of $3 trillion in the two days following the United Kingdom’s vote to leave the European Union, in a move popularly known as “Brexit.” U.S. markets alone...

 

Sunday, January 15, 2017

Have you been frustrated in the past due to complications in finalizing your return because scattered filing dates made it difficult to gather the information you needed when you needed it? In earlier tax years, that was particularly...

 

Friday, December 30, 2016

Today we said farewell to Stan and all his many years of dedicated service to his clients, employees, friends, and family. After 40 tax seasons Stan has decided it's time to move on to his next phase in life. We all are the...

 

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Thursday, December 15, 2016

Frequent revisions in tax laws can make planning tough. Fortunately, a law passed late in 2015 changed a number of popular tax provisions from temporary to permanent. One is the American Opportunity Tax Credit, which provides a...

 

Thursday, December 1, 2016

Health reimbursement arrangements (HRAs) enable small businesses to contribute to employee health care expenses, including premiums, deductibles and other out-of-pocket costs. Unfortunately, up until now, employers with HRAs have faced...

 

Tuesday, November 15, 2016

Have you taken the required minimum distribution (RMD) from your individual retirement arrangement or workplace pension plan? That’s an important question, because failure to take your RMD on time could result in a stiff penalty...

 

Friday, June 24, 2016

In a surprise which has so far shocked global capital markets, a referendum in the United Kingdom resulted in a vote to leave the European Union (EU). This follows a week where markets had climbed to near peak levels as official polls...

 

Wednesday, June 15, 2016

We are pleased to announce that Thomas and Cynthia Rauscher are the 2016 Hawaii Trip Winners! They referred their friend to us for tax and financial services. Every client that gives us a referral has their name entered into our annual...

 

Wednesday, June 1, 2016

Even though tax filing time is far away, the fall is the perfect time to start your planning so you can take advantage of all opportunities to minimize your tax bill. That begins with ensuring you’ve taken all the deductions that...

 

Tuesday, March 1, 2016

Imagine after sending in your annual tax return, you receive a notice from the Internal Revenue Service saying that another return has already been filed using your name and Social Security number—and claiming a refund. Sound...