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Learning Center

Keep informed about what is going on with our company and the rest of the financial world. We're working daily to ensure we're offering our clients valuable and relevant services. Check out our archive below and learn what we're doing on your behalf.

Newsletters

Payroll Tax Cut Extended through 2012

By Chris Bevington, CPA   |  February 20, 2012
As expected, the 2% payroll tax cut reducing the employee portion of social security tax from 6.2% to 4.2% of wages has been extended through the end of 2012.

Corporate Tax Change which Could Impact Your 2011 Business Tax Return

By Eric M. Key, CPA   |  February 17, 2012
During 2011 Congress made many changes to the corporate tax laws. The New Hire Retention Credit is one which might affect your small business and should be considered

2013 Budget Proposal Includes Several Tax Reform Proposals

By Chris Bevington, CPA   |  February 14, 2012
President Barack Obama’s 256 page budget proposal for fiscal year 2013, released just Monday, includes several tax reform proposals ranging from

An Update on 1099 and W-2 Changes

By Chris Bevington, CPA   |  February 10, 2012
The more the IRS “simplifies” things to help in detecting the underreporting of income and gains, the more important it becomes for you as taxpayers to make sure the income that’s being reported is accurate and free of errors.

Worry-Free Retirement

By Tracy Eichelberger, Investment Advisor   |  February 3, 2012
For most people, retirement is a big deal and a major decision. There are 3 Levers you control

Big decision-take Social Security early or wait!

By Roger Kramer, CPA, CITP   |  February 2, 2012
Different aged spouses retirement ages can have a large impact on the expected payouts from Social Security. The best strategy is not always obvious.

Why Investor Behavior is the Most Important Thing

By Ryan Gilmer, Investment Advisor   |  February 2, 2012
Long term investing is difficult, but not for the reasons you might think.
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