October 1, 2017

Like most of the 140+million US citizens I was distressed to find that much of my most confidential information was exposed because of the hack of Equifax.  

My wife and I thought about what action we wanted to take to protect our credit.  My thinking is that you can't...

September 1, 2017

Traditional IRAs (Individual Retirement Arrangements) and other retirement plan contributions can provide a tax benefit annually, allowing you to save regularly for retirement and take distributions when, theoretically, you will be in a lower tax bracket.

Required minim...

August 1, 2017

Currently, the IRS is warning the public of a recent surge in illegitimate IRS phone calls and voice messages. The newest scams are automated messages referring to non-existent IRS letters mailed to the taxpayer without response. A demand for immediate payment by gift...

July 2, 2017

When you finish filing your tax returns, do not plan on getting rid of your tax records just yet. It is crucial to keep your tax records in case you are ever audited or if you need to amend a return. Typically, you should keep your tax records until the period of limit...

June 2, 2017

If you just found out that you have been named an executor or trustee, don't panic. While the process can be intimidating, you don't have to do everything at once and there are professionals who can help you with the process.

Following are some of your responsibilities:


May 1, 2017

It's helpful to remember that it’s not how much you make, but how much you keep.  

You save money all of your life and if you’re not careful, you can lose much of what you save to taxes in retirement.  The suggestions below will help you reduce your taxes in r...

March 2, 2017

There are few things that you will need to be aware of in order to max out your education credits. But, before we get started with that, you need to be aware that there have been changes in the tax laws.  Starting with 2016, taxpayers will not be allowed to claim the A...

February 6, 2017

Unfortunately, tax return fraud has become a regular occurrence.  It used to be uncommon for a client to get a call from

someone pretending to be from the IRS.  Now almost everyone has received one of "those" calls.

In light of this, there are some things that...

January 1, 2017

It’s really simple to get the most out of your tax appointment.  Being prepared helps you in two ways:  

1. We have more time to think about ways we can reduce the taxes on this year’s return.  

2. We have more time to discuss ways to reduce taxes on next year’s ret...

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