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IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Do you have these basic documents?

Can you name basic documents that can ease decision making for your family if something happens to you? Here are four to think about as part of your overall personal financial plan. Will. As you know, a will lets you, rather than the state, control how your assets...

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Last-minute tax savers for individuals

Even though the end of the year is fast approaching, you still have time to trim your 2015 federal income tax bill. Here are suggestions. State and local income taxes. If you prepay certain state and local taxes, you can claim the deduction on your 2015 return....

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Five Year-End Tax Savers for Business

The year is nearly over, but you can still take action to lower your business income tax during the final months of 2015. Here are five moves to consider. Postpone revenue to 2016. If your business reports on the cash basis, delay billing your customers long enough to...

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Plan Your Estate to Reflect Your Intentions

If you own assets that you’d like to leave to a loved one, you have an estate. But without a plan, your state of residence will choose your heir — not necessarily the result you intended. How can you ensure your intentions will be realized? Start by understanding the...

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Cash or Accrual? Do You Know the Difference?

When you start a business, you have many decisions to make. One is the method of accounting your business will use for reporting income and expenses on your tax return. Two methods generally used are “cash” and “accrual.” The cash method is the easiest to implement....

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The Affordable Care Act: Know the Terms

Are you still unclear about your responsibilities as an employer under the Affordable Care Act (ACA)? Do you find the definition of ACA terms confusing? Here’s a plain English guide to selected terms employers are likely to hear. Applicable large employer. A large...

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Plan Today for Future Long-Term Health Costs

According to the U.S. Department of Health and Human Services, nearly 70% of people turning age 65 will require long-term care, such as assistance with basic personal activities during their lifetimes. With costs of this care ranging from $6,000 to $10,000 a month or...

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Supreme Court Issues Ruling on ACA Subsidies

In June, the U.S. Supreme Court decided the fate of the premium tax credit under the Affordable Care Act (ACA). The main issue before the court was whether federal subsidies could be offered to people who purchased health insurance through the federal health insurance...

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Life Insurance – Get The Tax Facts

You may think of life insurance as income-replacement protection for your family in the event you or your spouse dies. But what are the tax implications of life insurance? Here are four rules to know: Death benefits. Normally, death benefits paid under a life...

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