Midyear tax planning more important than ever
Summertime usually makes us think of vacations, backyard barbecues, and general relaxation. Tax planning may not be on the top of your summertime to do list, but this year you may want to consider making time for it.
May 2017 Market Insight
Volatility in the market is at a multi-decade low. Even though the markets are buzzing with noise about political drama…
Keep your audit fears in check
Getting audited by the IRS is no fun. However, your chances of being audited are probably lower than you think. A look at the latest IRS statistics for 2016 reveals some interesting and reassuring facts about the risk of an IRS audit.
Reasons to incorporate your business
Here are some reasons you may want to consider incorporating your growing business.
4 tips to landing your dream home in a seller’s market
Here are some suggestions to landing your dream home in our current real estate market.
Take time to review your beneficiary designations
Who have you designated as beneficiaries for your insurance policies and retirement accounts? If you can’t remember, it’s worth checking. If you make the wrong decision, it could affect who inherits those assets. Here are some key facts about beneficiaries:
Know the tax rules before gifting
Gift giving can be an important tax planning strategy. But before you write checks, learn the rules. Here are two of them:
April 2017 Market Insight
April was another rip-roaring month, as almost every major stock index across the globe increased significantly. International companies continued to outperform their U.S. counterparts, as the MSCI World ex USA Index returned over 2.13% for the month…
What to do if you are selected for a correspondence audit
The IRS is now handling many routine audit reviews through form letters called correspondence audits. These letters come from the IRS and ask for clarification and justification of specific deductions on your tax return.
