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Are You Managing Your Retirement Account Correctly?

By   |  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  |   1 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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Your business may qualify for this extended tax break

May 25, 2016

The Work Opportunity Tax Credit gives employers a tax credit for hiring veterans and others who are members of “target” groups.

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How to respond to an IRS notice

May 24, 2016

If you find yourself on the IRS mailing list, here’s what to do.

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Keywords: irs notice

Protect your family elders from tax and financial scams

May 20, 2016

The "Older Americans Reauthorization Act of 2016" was signed into law in April, and May is Older Americans Month, a national celebration of the many contributions of older Americans.

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Simplify your tax life by organizing your chart of accounts

May 20, 2016

If you haven't revised your business's chart of accounts since you initially set it up, you may be missing out on an easy way to simplify your life at tax time.

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April 2016 Market Insight

May 2, 2016

The trends from the first quarter of the year continued in April, as major index returns remained muted and growth stocks underperformed.

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Keywords: market, stock market

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 Representative Payee Program

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

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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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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  |   2 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  |   2 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

Simple steps can lead to growing savings

March 25, 2016

You've probably heard the expression, "a penny saved is a penny earned". Ben Franklin's simple guidance has provided the foundation for savings plans for generations...

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A tax return is required to claim an insurance premium credit

March 24, 2016

If you or a family member enrolled in a qualified health plan offered through a government insurance marketplace, such as, you may be eligible for a federal tax credit.

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Tax-exempt organizations have an upcoming filing requirement

March 23, 2016

Tax-exempt organizations are required to file annual reports with the IRS. Those with gross receipts below $50,000 can file an e-Postcard (Form 990-N) rather than a longer...

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Invest Today, Benefit Tomorrow

By   |  March 22, 2016

Where to put your money to get the most out of it and make it grow.

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Keywords: investment advisor  |   1 comments

April is a busy month for taxes

March 22, 2016

Is your tax return finished? If not, this year you have an extra day or two to file. April 18, 2016, is the due date to file your 2015 individual federal income tax return...

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Should you take advantage of this extension?

March 7, 2016

This year, you have until April 18, 2016, to file your 2015 individual federal income tax return and pay any balance due.

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The Affordable Care Act: What you can expect on your 2015 return

March 4, 2016

How will the Affordable Care Act affect your 2015 federal income tax return? Here are four items to consider. Premium tax credit.

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Keywords: aca, health care act

February 2016 Market Insight

March 1, 2016

It happens during every presidential campaign - the media churns the news and the public starts to feel uneasy about the State of the Union.

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Keywords: market, stock market

Will rising interest rates affect you?

February 29, 2016

For almost the entire past decade, interest rates held steady at near-zero levels. Then, in mid-December 2015, the Federal Reserve raised rates by one-quarter percentage...

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Keywords: interest rates