Our Story

Be Informed. Be Smart. Be Sure.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean feugiat dictum lacus, ut hendrerit mi pulvinar vel. Fusce id nibh at neque eleifend tristique at sit amet libero. In aliquam in nisl nec sollicitudin. Sed consectetur volutpat sem vitae facilisis. Fusce tristique, magna ornare facilisis sagittis, tortor mi auctor libero, non pharetra sem ex eu felis. Aenean egestas ut purus nec vehicula. Morbi eu nisi erat. Nam mattis id lectus sit amet mattis. Suspendisse eget tristique neque

Working Hours

Monday - Friday 09:00AM-17:00PM
Saturday - Sunday CLOSED

Latest News

    No posts were found.

Top

Blog

Information that keeps you "in the know" with the intent of improving your financial well being.
Tax

Hidden Back to School Tax Deductions

Summer is coming to a close and the back-to-school advertising blitz is underway. Hidden in some of those school expenses are tax deductions you can take advantage of. Here are some ways you can save:   Watch for tax deductions on the supply list. Often...

Tax

Fund Your Retirement or Your Child’s College?

As our students prepare to head back to school, many families face the difficult decision to save for retirement or use those funds to pay for their children’s college education. If you are facing that dilemma, here are some thoughts:   Prioritize retirement over education   In...

Tax

Common Tax Increase Surprises

Picture this: For the past few years you've received your tax return and have had a small but nice refund. Now imagine your surprise, when next year, you are required to send in a fairly big check to settle your tax bill. Believe it or...

Should You Expense or Depreciate Your Capital Asset?

If you own a business, you know that you may accelerate the expensing of qualified capital purchases. This can be done within two special provisions in the tax code that were recently expanded:   Section 179 The annual amount of qualified assets that may be expensed...

Tax

IRS Debuts Postcard-sized 1040 for 2018

At the end of June, the IRS unveiled a new draft version of the 2018 Form 1040. This newly proposed postcard-sized 1040 form replaces the old 2017 1040, as well as forms 1040EZ and 1040A. While some in Washington are celebrating the design as a...

Tax

Five Common Retirement Mistakes

Here are five common retirement planning mistakes and steps you can take to avoid them.   1. Not having a plan   Surprisingly, most do not know how much money is needed for retirement. A retirement plan should consider how long you expect to live, establish...

Supreme Court Shakes Up Sales Taxes

A U.S. Supreme Court ruling last week involving the state of South Dakota vs Wayfair (an online furniture retailer) opens the door for states to impose sales taxes on online retailers located outside their borders. This will have wide-reaching effects on small businesses and consumers....

Tax

Don’t Run Afoul of the IRS’s “Nanny Tax”

The IRS is more strictly enforcing rules that determine whether a worker is actually your employee, rather than an independent contractor. Beware: you have many extra tax responsibilities and expenses if you are an employer in the eyes of the IRS.   So, be careful if...

Tax

Alimony Tax Changes Require Planning

The taxation of alimony will change drastically starting in 2019. Here’s what you need to know:   New rules Any divorce agreement effective after Dec. 31, 2018 will be subject to new rules for alimony, namely:   Alimony is no longer tax-deductible for the payer. Alimony...

Tax

Reminder: Second Quarter Estimated Taxes Due

If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The second quarter due date is now here.   Normal due date: Friday, June 15th 2018 SPECIAL NOTICE: With major tax...

Tax

2019 Health Savings Account Limits

The savings limits for the ever-popular health savings accounts (HSA) are now set for 2019. The new limits are outlined here with current year amounts noted for comparison.   What is an HSA?   An HSA is a tax-advantaged savings account used to pay qualified health care...