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Tax Planning

Tax planning is a major element of any successful financial strategy. These articles will help you understand important changes in federal tax codes and provide tax planning guidance aimed at supporting your discussions with a tax professional.

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3 Ways to Lower Your Tax Bill

It's never too early to start preparing for your 2019 taxes. Here are 3 timely tax-saving strategies you can employ now to lower your tax bill next year.

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You Gotta Know When To Hold ‘Em…Know When To Pay Taxes!

Did you know gambling winnings are subject to both federal and state tax? Here's the 4-1-1 on the types of gambling winnings and the taxes that apply to each.

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Three Biggest Takeaways from U.S. Tax Reform Act

2018 welcomes taxpayers and CPAs with the largest changes to the U.S. income tax system in recent history. Learn about the impact on companies and individuals.

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5 W's of an IRS Audit: What You Need to Know

Did you receive that dreaded IRS audit notification letter? Don't stress! Find out the Who, What, When, Where, and Why about IRS Audits.

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Trump, Year-end Planning, and Married Status: It’s Complicated

With the presidential election in the rear-view mirror, tax reform will be front and center in 2017.

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Death and Taxes

Even with the web & it's large amount of info, death and taxes are still certain in life, and the former has an important financial impact on the latter.

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The Qualified Charitable Distribution Now Has Eternal Life (At Least, for Federal Income Tax Purposes)

Using a QCD, taxpayers may find that making a direct contribution from an IRA to a qualifying charitable organization can provide greater tax savings.

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A Few Thoughts about Preparing for Income Tax Compliance

If you have an accountant prepare your return, this contains some useful tips that may help reduce preparation costs, improve accuracy, & minimize tax notices.

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