Blog

First 1 2 3 4 5 6 7 8 9 [10] 11 12 13 14 15 16 17 18 19 20 21 22 Last 

Subscribe to RSS feed 

Get the right paperwork to claim charitable deductions

January 28, 2016

What supporting documentation do you need to claim charitable deductions on your federal income tax return?

Read More

Be aware of inflation-adjusted 2016 tax numbers

January 27, 2016

Certain tax numbers are adjusted for inflation each year. This year, many of the numbers are unchanged or change only slightly from 2015 amounts.

Read More

Keywords: 2016 tax numbers

Make time for a conversation with your parents about finances

January 27, 2016

Discussing finances with your parents may be a talk none of you are eager to tackle. But addressing the topic can benefit your entire family by clarifying your parents? wishes...

Read More

Note upcoming tax deadlines

January 26, 2016

Tax deadlines are fast approaching!

Read More

Keywords: tax deadlines

Retire on Your Terms - The Best Methods to Retire on Time


How to keep your retirement on schedule and avoid unexpected costs and pitfalls.

Read More

Keywords: retirement plans  |   0 comments

What we all need to understand about the Affordable Care Act

By Kim Tanner, SPHR   |  January 15, 2016

The Affordable Care Act is here to stay and there are basics about the act we all need to understand...

Read More

Keywords: aca, health care

Say Goodbye to Some of Our Creative Social Security Claiming Strategies


On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. This changes some of the creative claiming strategies which have been part of plans...

Read More

2016 Retirement Contribution Limits

January 8, 2016

Quick & easy chart to know your limits for this year.

Read More

Standard mileage rates decreased for 2016

January 8, 2016

The standard mileage rates you can use to calculate your deductible vehicle expenses during 2016 for business, medical, and moving mileage have decreased from last year.

Read More

Keywords: irs mileage

Tax extenders renewed; some permanently

January 8, 2016

In December, Congress extended tax breaks known as "extenders" retroactively to the beginning of 2015. In addition, the new law makes some of the rules effective through 2019...

Read More

2015: Year in Review


Every once in a while, we get lost and end up driving in circles. It can be pretty surreal...

Read More

December 2015 Market Insights

January 4, 2016

With most market indexes flat to negative in 2015, investors have been left wondering if there was any place they could have put their money this year that would have delivered respectable gains.

Read More

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.

Read More

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.

Read More

Keys to effective cash management

December 22, 2015

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

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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?

Read More

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.

Read More

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...

Read More

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...

Read More

November 2015 Market Insights

December 1, 2015

Markets enjoyed relatively modest gains in November

Read More

Small business accounting tips for managing costs

By Jim Hess, CEO, CPA   |  November 25, 2015

One of the most challenging decisions every business owner faces is determining the proper price for his product or service. In general, small business owners tend to under value their product or service.

Read More

Critical things to consider in purchasing a business - part IV -What's your future business worth?

By Jim Hess, CEO, CPA   |  November 24, 2015

This is the final part in my blog series on Critical Things to Consider in Purchasing a Business.

Read More

Keywords: purchase business  |   0 comments

Customer service: Do your employees walk the talk?

November 23, 2015

Good customer service leads to repeat sales and referrals, which lead to higher revenues and profits. The result is a stronger, more secure business. Your sales staff knows this well.

Read More

Make time for some last-minute tax savers

November 23, 2015

That ticking you hear is the tax clock winding down - quickly. There is only a very short time left to cut your taxes for 2015. Here are moves you can still make before year-end.

Read More

Say Goodbye to Some of Our Creative Social Security Claiming Strategies

By Tracy Wells, Investment Advisor Representative   |  November 18, 2015

On November 2, 2015, the Bipartisan Budget Act of 2015 was signed into law. With this, some of the creative claiming strategies, specifically “file and suspend" and " restricted application"...

Read More

2016 Medicare Part B Premiums

By Tracy Wells, Investment Advisor Representative   |  November 13, 2015

The Centers for Medicare & Medicaid Services announced on November 10, 2015, the 2016 Premiums. With no Social Security Cost of Living Adjustment for 2016,...

Read More

Keywords: medicare
How May We Help You?