Tag: Newsletter

Dec 2018

December 2018 – Tax Planning

HAPPY HOLIDAYS! December 2018 We wish you many blessings during this holiday season. And with the New Year on the horizon, it is not too early to begin the process of getting your tax house in order. Start 2019 with a good handle on your financial picture which includes federal and state income tax filings. […]

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Nov 2018

November 2018

November 2018 It’s November and the holiday season is upon us. With the end of the year less than two months away, now is the time to run down your annual year-end checklist. Before you dig in to some turkey and stuffing, check out the 5 Annual Tax Essentials article for some year-end tips you can […]

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Oct 2018

October 2018

October 2018 The leaves are starting to change colors and cool air is just around the corner. With the fourth quarter upon us, now is the time to finalize your tax plans before the busy holiday season arrives. Included here are some steps you can take to jumpstart the process for you. Also included are articles […]

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Sep 2018

September 2018

September 2018 With summer coming to a close, now is a good time to assess your tax situation while there is still time to make adjustments if necessary. To help you prepare, this newsletter includes articles on potential 2018 tax surprises and how the new changes affect education related deductions and credits. For your business, there […]

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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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