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Are you at risk of an audit?

June 24, 2016

According to recent statistics, budget cuts, staff attrition, and a heavy workload for IRS employees mean your chances of undergoing a tax audit are less than 1%.

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Follow these steps to a comfortable retirement

June 23, 2016

Planning can help you achieve a comfortable retirement. Here are five suggestions to consider.

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Will you be ready for the new overtime pay rules?

June 23, 2016

In May, the Department of Labor updated the rules for paying overtime. Under the new rules, salaried employees who earn less than $913 per week ($47,476 per year) will be eligible for overtime pay. That’s double the annual exempt amount of $23,660 from previous rules.

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Understand basis to save tax dollars

June 5, 2016

Basis is an important tax concept. The most recent reminder of the importance of getting basis right is the 2015 law that requires executors of some estates to report basis...

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Keywords: tax basis

Retiring this summer? Plan for estimated tax payments.

June 4, 2016

Early retirement, delayed retirement, phased retirement - if you've decided this summer is your time to leave the workforce, you have decisions to make. One of them

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Keywords: retirement

Are You Managing Your Retirement Account Correctly?

By Ryan Gilmer, FPA, Investment Advisor   |  June 3, 2016

Retirement accounts are massively important - once you stop working full time, they become your new source of income. But they are also important during your working years.

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Report your foreign financial accounts by June 30

June 3, 2016

June 30, 2016, is the deadline for filing the 2015 Form 114, Report of Foreign Bank and Financial Accounts, known as the FBAR.

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Did you get your new “chip” card?

June 2, 2016

The latest credit cards have a new feature: a half-inch square on the card's face that looks like a mini circuit board.

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Keywords: chip card

May 2016 Market Insight

June 1, 2016

As the weather has warmed and plants have begun to blossom, US markets have also started to show signs of life..

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Keywords: sstock market  |   0 comments

Make June business tax planning time

June 1, 2016

Looking for suggestions to reduce your 2016 business tax liability? Here are three tips to consider as summer gets underway.

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