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Why work with a CPA?

By Chris Bevington, CPA   |  December 30, 2015

When it comes to accounting and the preparation of your taxes, there are several advantages a CPA (certified public accountant) may hold compared to your average tax preparer.

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W&H Plans January Seminar on Social Security Changes

December 23, 2015

In this seminar, Changes & Critical Decisions to Maximize your Social Security Benefits, we will explain how to strategically utilize the changes in the Social Security filing rules as you approach retirement.

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Keys to effective cash management

December 22, 2015

Add cash management to your list of business goals for 2016.

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Keywords: cash management

Standard mileage rates reduced for 2016

December 22, 2015

Starting January 1, the standard mileage rate for driving a vehicle for business purposes is set at 54 cents per mile.

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Keywords: mileage rates

Tax extender act renews tax breaks

December 22, 2015

In mid-December, Congress renewed a long list of tax breaks known as extenders that have been expiring on an annual basis.

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Getting Your Year-End Documents Ready

By Beau Carpenter, CPA   |  December 22, 2015

The right documents put together end the year on a strong note.

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Keywords: financial advisors  |   0 comments

Congress Passes Tax Extenders Bill

By Eric M. Key, CPA   |  December 21, 2015

The Consolidated Appropriations Act, H.R. 2029, was passed by Congress on Thursday and Friday and President Obama is expected to sign it into Law.

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Take time for year-end estate planning

December 8, 2015

As you update your beneficiary designations and wrap up other tax-related year-end matters, take time to make sure your estate plan reflects current rules. Why?

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Keywords: estate planning

Review your IRA before year-end

December 8, 2015

Whether or not Congress renews the "extender" tax provision allowing transfers from your IRA to a charity, a year-end review of retirement account rules is a good idea.

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Business owners still have options to save on taxes by year end

By Jim Hess, CEO, CPA   |  December 7, 2015

We are approaching the end of another year, and with that we begin thinking about the filing of tax returns and the payment of taxes for 2015. We have always believed strongly that...

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There's still time to save on your individual taxes this year

By Jim Hess, CEO, CPA   |  December 7, 2015

In addition to all the shopping, eating, and spending time with family during this holiday season, there are several things you might want to be thinking about in order to...

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November 2015 Market Insights

December 1, 2015

Markets enjoyed relatively modest gains in November

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