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Death of a Loved One

The death of a loved one is one of life’s most difficult times and a time for reflection and grieving. However, it also triggers unique financial and tax events that must be dealt with by the survivors.

Healthcare Considerations for Boomers in Retirement

Baby Boomers – the largest generation in America by the numbers – are approaching their golden years. This means that many are beginning to look ahead to a healthy and secure retirement as they put their years in the workforce behind them.

Major Tax Sunset on the Horizon

Employer De Minimis Meals and Related Eating FacilitiesBack in late 2017 Congress passed the Tax Cuts & Jobs Act of 2017 (TCJA) that made enormous changes to income tax laws as outlined below.

Coming Soon – Business Beneficial Ownership Reporting

Article Highlights Corporate Transparency Act (CTA), Financial Crimes Enforcement Network (FinCEN), Companies Required to Report Beneficial Ownership Information, Who is a Beneficial Owner, Filing Due Dates, Penalties, Updates, Small Entity Compliance Guide, How Does a Company File a BOI Report.

Embracing Your Next Chapter: A Guide for Retirees Returning to Work

As you approach retirement age, the thought of returning to work might be on your mind. Whether you're considering part-time roles or fully immersing yourself back into the workforce, this article is designed to provide insights into the financial aspects of such a decision. We understand that your return to work is a unique journey, and our aim is to help you navigate the tax implications, understand changes to retirement accounts, and make informed decisions about your social security income.

Supreme Court Showdown: The Fate of American Wealth Taxes

Some politicians’ dreams of imposing a wealth tax on the richest Americans face a critical juncture as the United States Supreme Court prepares to weigh in on a seemingly minor tax dispute involving a $14,729 tax liability. The case, known as Moore v. United States, challenges a provision of President Donald Trump's 2017 tax package – and it could have far-reaching implications for the nation's tax system.

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We welcome the opportunity to assist you with your financial needs. Whether you're seeking expert advice on tax planning, auditing, bookkeeping, or any other accounting service, our dedicated team is here to help. Feel free to get in touch with us using the form. We look forward to working with you and helping you achieve your financial goals.

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