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15 Year-End Tax Tips

At the end of each year there are a number of things to consider that may have a positive impact on your tax obligation. Here is a list of fifteen ideas that may be worth a quick review. 1. Make last minute charitable donations. 2. Review and maximize use of the...

December Tax Planning Insights

Happy Holidays! While many of us are planning for the holiday season, it’s also important to begin thinking about tax planning ahead of preparing your 2021 tax return. Here are a few time-tested tax strategies to consider as we head towards the end of 2020:...

Common IRS Surprises

No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of unpleasant tax situations you could find yourself in and what to do about them An expected refund turns into a tax payment. Nothing may be more deflating than expecting to...