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Client Magazine

We are happy to announce the next issue of our premium client newsletter—designed just for you! It’s another information-packed issue, so be sure to read every article. Take a look at what’s in store for you…

2019 Year-End Letter

In the last two years we have seen many individual tax changes that may have reduced some deductions, increased others and dramatically changed your tax return. As we near the end of another year we want to remind you of a few tax planning tools available to taxpayers. 

Immediate AND long-lasting planning tips:

·         If...

Paycheck Checkup

Now's the time to have a “paycheck checkup”. The IRS is encouraging everyone to use the new Tax Withholding Estimator to perform a quick “paycheck checkup”.

As you know, the Tax Cuts and Jobs Act (TCJA), enacted in December 2017, changed the way tax is calculated for most taxpayers. As a result, some taxpayers ended up receiving 2018 refunds that were larger or...