News Articles


2018 Retirement Plan Limits

The IRS recently announced the retirement plan limits for 2018.  And while much has stayed the same, there are a couple notable changes.

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Unable to Locate Plan Participants

Are you able to locate all of the participants in your retirement plan? Are any of those over 70½?

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Getting around the $25 deduction limit for business gifts

At this time of year, it’s common for businesses to make thank-you gifts to customers, clients, employees and other business entities and associate

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Why you may want to accelerate your property tax payment into 2017

Accelerating deductible expenses, such as property tax on your home, into the current year typically is a good idea. Why?

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Reduce your 2017 tax bill by buying business assets

Two valuable depreciation-related tax breaks can potentially reduce your 2017 taxes if you acquire and place in service qualifying assets by the en

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Could the AMT boost your 2017 tax bill?

A fundamental tax planning strategy is to accelerate deductible expenses into the current year.

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2017 might be your last chance to hire veterans and claim a tax credit

With Veterans Day on November 11, it’s an especially good time to think about the sacrifices veterans have made for us and how we can support them.

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Health Savings Account Investment

A Health Savings Account (HSA) are for those enrolled in a qualifying high deductible health plan (HDHP).

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The ins and outs of tax on “income investments”

Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those that pay interest or dividends, wit

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Year-End Tax Planning 2017

Do you know what your tax consequences will be for 2017?  Believe it or not, there are only two more months remaining for 2017.  Did you have a hig

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4 questions to guide your prospective financial statements

CPAs don’t just offer assurance services on historical financial results.

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A charitable remainder trust can provide a multitude of benefits

If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer

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