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Are bad business debts a tax deduction?

April 28, 2016

If you're in business long enough, you'll run into a customer who doesn't pay you. Despite your best efforts, you may conclude that you'll never receive the money.

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Keep up with section 179 depreciation changes

April 27, 2016

Did you know that a recent law made changes to the section 179 expensing election for 2016? These modifications took effect as of January 1. Here's what to consider...

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Keywords: depreciation

Easy ways to ruin your credit score

April 26, 2016

Investor Warren Buffet once said, "It takes 20 years to build a reputation and five minutes to ruin it." The same maxim applies to good credit.

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Keywords: credit, credit score

Start your midyear planning with these tax savers

April 25, 2016

As you get ready for midyear tax planning, keep these lesser-known tax breaks in mind. Residential energy credit.Commercial building energy deduction.Straight-line depreciation.

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Keywords: tax savings

Social Security’s Effect on Retirement


Have you ever put together a jigsaw puzzle? If you're like me, you dump out all of the pieces, turn them so you can see a glimpse of the picture, sort out the edge pieces...

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Social Security Representative Payee Program


Another tax season has come and gone, and I learned something new this year!

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Investment Update

By   |  April 15, 2016

For the calendar year 2016, the S&P 500 Index is up 1.35%. As you can see from the chart below, which represents the trailing 12 months, the index has rebounded from ...

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Keywords: investments, stock market  |   1 comments

Investing for Your Retirement and Avoiding Uncle Sam’s Tax Booth Part 1 of a Series

By Aaron Bates, CFP, Investment Advisor   |  April 15, 2016

Each investment decision you make comes with some sort of tax impact.A taxable account is perhaps the most common type of investment account.

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Last Call for the Social Security “File and Suspend” Strategy


The Social Security claiming strategy, "File and Suspend," will be phased out May 1, 2016, as a result of The Bipartisan Budget Act of 2015.

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Keywords: social security  |   0 comments

Estate executors: Add this new task to your to-do list

April 5, 2016

If you're an estate executor and you're required to file an estate tax return, the IRS has a new form for you: Form 8971, Information Regarding Beneficiaries Acquiring Property From a Decedent.

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March 2016 Market Insight

April 1, 2016

In our December 2015 end of year market recap, we discussed the fact that the S&P 500 is a market cap weighted index. This means that bigger companies carry a bigger weight in the index...

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Keywords: market, stock market