Category: Newsletter

Mar 2018

March 2018

March 2018 Tax season is underway, and articles in this month’s issue will help get you over the finish line. Included are some answers to commonly asked tax questions, an update on some late tax breaks now available for 2017, and some tips on how to stay organized when you file your return this year. Also […]

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Feb 2018

February 2018

February 2018 As your mailbox fills up with the forms you need to file your 2017 returns, you may already be thinking ahead to how tax reform legislation will impact you in 2018. This newsletter outlines seven issues resulting from the Tax Cuts and Jobs Act to think about after the 2017 tax season. The new […]

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Jan 2018

January 2018

January 2018 Happy New Year! Now that tax reform has passed, there are many changes to consider.Some of the major ones are summarized in this newsletter. And as you prepare to file your 2017 return, take note of the advice on avoiding audits. Also included are some tips on locating lost retirement benefits, and some […]

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Dec 2017

December 2017

December 2017 After an eventful year, we all deserve a happy holiday season and hopefully some well-needed relaxation. While tax reform will continue to be debated, many preliminary figures for 2018 are set. Check out the details inside. The economy and job market have continued to improve, which means you may be considering new work. If […]

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