Aug 2018

August 2018

August 2018 Summer is in full swing and the air conditioners are working overtime. Hopefully you are finding ways to stay cool while enjoying your outdoor activities. Included in this newsletter are articles about a new tax trap created by student loan forgiveness, tips to improve your financial situation and ideas to ensure that you are […]

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Jul 2018

July 2018

July 2018 It’s the height of summer, and hopefully you’ve had a chance to enjoy some pleasant weather and Fourth of July fireworks. This issue contains tips on tax breaks for new parents, deciding whether to amend a tax return, strategies for reducing debt, and budgeting for replacing major household items. There’s also an article about […]

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Jun 2018

June 2018

June 2018 Summer is the perfect time to schedule a tax planning session. Take a look at the lead article to learn why. Summer is also peak season for buying a home. There are tax breaks discussed in this issue that may make owning a home more affordable for you. Also inside is a review of […]

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May 2018

May 2018

May 2018 Now that the 2017 tax filing season is over, it’s time to start adapting to some of the momentous tax changes passed last year. This issue provides an update on the latest news affecting 2018 taxes, as well as a guide to the (still intact) IRS penalties for gaps in health care coverage. There’s […]

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Apr 2018

April 2018

April 2018 Happy tax filing month! To help celebrate, this month’s newsletter includes a quiz on strange tax laws from around the world. Also included are some tips for using your refund check as well as advice on handling spiraling health care costs during retirement. Should you wish to review your situation please feel free to […]

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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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