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What to do if you are selected for a correspondence audit

April 24, 2017

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.

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Keywords: irs audit

IRS is now using collection agencies

April 24, 2017

The IRS is now using outside collection agencies to collect unpaid tax obligations. This new program will start slowly with only a few hundred taxpayers receiving mailings. The number will grow into the thousands later in the spring and into summer.

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Keywords: irs, taxes

Schedule your midyear tax planning session

April 24, 2017

Most people don’t include tax planning on their summertime agenda, but maybe they should. The problem with waiting until the end of the year is that you reduce the time for planning strategies to take effect.

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Keywords: tax planning, taxes

Do's and don'ts of amending your tax return

April 6, 2017

What happens when you discover you made a mistake on your 2016 return that you just filed? Before you decide if you should file an amended tax return, there are a few do's and don'ts you should know. First, don't panic, and second, don't ignore

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Checking your withholding could be a smart move

April 6, 2017

If you received a large tax refund or owed a large balance on your 2016 income tax return, it may be time for you to check your withholdings.

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Investment Update


The year is off to a great start for stock investors, as the S&P 500 Index (U.S. large companies) is up 6.07% through the end of March. U.S. stocks have been strong over the course of the last several years, as we've seen only minor decline

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Meet Beau Carpenter, CPA

April 4, 2017

We'd like to introduce you to Beau Carpenter, CPA.

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Keywords: beau carpenter, cpa

Rising Rates: What You Need to Know and Why

By Chris Nadler, CTFA, Investment Advisor   |  April 4, 2017

On March 15, 2017, the Federal Reserve Bank made the decision to increase the target range for the Federal Funds Interest Rate to between 0.75%-1.00%. To start, what is the Federal Funds Interest Rate?

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Keywords: interest rates

Social Security News

April 4, 2017

The Social Security Administration announced earlier this year that they will be mailing out fewer Social Security Statements. Only people age 60 and over will receive annual statements in the mail.

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Keywords: social security

Health Savings Accounts: Now or Later


Health Savings Accounts (HSAs) are a great savings tool for those with High-Deductible Health Insurance Plans (HDHP)*. HSAs allow people to build up tax-free savings for most out-of-pocket medical expenses, whether those expenses happen now or later.

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Keywords: health, medical

March 2017 Market Insight

April 4, 2017

It was an interesting month in financial markets as U.S. stocks and bonds were largely flat, while international stocks (MSCI EAFE) surged 2.75%. This surge of international stocks has been very short-lived so far, but the surge is worth noting

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Keywords: stock market
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