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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, August 8, 2022

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and...

Friday, July 22, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Wednesday, July 6, 2022

With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is    a major concern.1 Social Security isn't in danger of going...

Thursday, June 16, 2022

During the intensely volatile first 100 trading days of 2022, the stocks of companies in the S&P 500 index delivered their worst performance since 1970.1 The S&P 500 continued to tumble, and the benchmark index descended into a bear...

Friday, June 10, 2022

Start Building Your Wealth Now, See Resultsin the FutureBuilding your wealth isn’t something that will happen overnight. It’s with time, dedication and creating healthy habits that you’ll be able to increase your nest...

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Friday, June 3, 2022

Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage jumped from around 3.2% at the beginning of 2022 to 5.3% in mid-May, the highest level...

Thursday, May 19, 2022

Friday, May 6, 2022

Tuesday, May 3, 2022

Monday, May 2, 2022

Friday, April 15, 2022

Friday, April 1, 2022

Tuesday, March 8, 2022

Are You Using Your Losses to Your Advantage? What is tax-loss harvesting? Tax-loss harvesting is a strategy that helps you reduce the taxes you owe on the capital gains from one investment with the capital losses from a different...

Tuesday, February 8, 2022

Tax Planning for the Self-EmployedSelf-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own...

Monday, January 10, 2022

Tax Credits vs Tax Deductions Which is Better For You? No one wants to pay more taxes than they have to. In the past, you’ve probably relied on tax credits and deductions to help you pay fewer taxes, but which one is more...

Friday, December 3, 2021

USE THESE YEAR-END TAX PLANNING TIPS Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to...

Monday, July 19, 2021

Corporation liable for payroll taxes on wages IRS determined it should have paid to officers Hacker, TC Memo 2021-86 The Tax Court has held that two corporate officers were employees of a corporation they owned and that the...

Saturday, April 17, 2021

Protecting the people nearest and dearest to us is something we all want to do. It’s why we purchase health and life insurance, save diligently for retirement, and ensure important legal documents (like a will or trust) are in...

Friday, February 5, 2021

You've probably heard that IRS will be making millions of ''economic impact payments'' (also called ''recovery rebates'') soon to help people stay afloat during this time of economic uncertainty related to the COVID-19 crisis. These...