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February 2024

Yes, You Can Change Your Tax Outcomes After December 31st!

At this time of year many people who were getting a refund have already filed their tax return. It leaves the remaining majority of folks who, despite having withholdings, are […]

Simple Tax Tips Are Sometimes the Best

People often struggle with record keeping and are typically so busy that they are simply unaware of tools or services that have been developed that could greatly improve the recording […]

Overlooked Opportunities

An often overlooked tax savings opportunity comes from not fully understanding how you can use your cars as a deduction on your tax return.  It is very common for people […]

Charitable Planning for Younger Clients ~ with a Twist

Often people will have one-time “Income Events” that greatly increase the income tax due in that year. Finding ways to mitigate that additional tax, especially for younger people, can be […]

Business Owners Often Paint Themselves Into a “Tax Corner”

As weather interrupts some parts of the country and business owners have to scramble and fill in the gaps of employees, supplies, deliveries and the like, it’s easy for them […]

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