Blog

November 26, 2024

Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can help you grow your savings over time.

November 26, 2024

Macy's $154 million accounting error has caused delays in earnings, raising questions about internal controls. Learn why experts urge stronger audit systems for retailers.

November 25, 2024

As people live longer, the risk of outliving retirement savings becomes a significant concern. Qualified Longevity Annuity Contracts (QLACs) have emerged as a strategic tool to address this issue.

November 25, 2024

Explore child and dependent care tax credits by state. Learn about eligibility, credit rates, and limitations to maximize your savings during tax season.

November 23, 2024

In this video, learn to protect your donations from scammers this holiday season. Verify charities, give wisely, and maximize tax deductions for qualified contributions.

November 21, 2024

The holiday season is a time of joy, gratitude, and giving. As people reflect on their blessings, many feel compelled to give back to their communities and support charitable causes.

November 21, 2024

Learn how innovative strategies like tax-aware long-short investing are making tax-loss harvesting smarter and more efficient for modern investors in today’s market.

November 20, 2024

Here are the December 2024 Individual Due Dates

November 20, 2024

Here are the December 2024 Business Due Dates

November 19, 2024

Discover QuickBooks Online’s latest tools to simplify year-end prep. From enhanced reports to cash flow projections, get clients tax-ready for 2025 with ease.

November 19, 2024

As the year draws to a close, it's crucial to take stock of your financial situation and make strategic moves to minimize your tax liability.

November 17, 2024

As year-end approaches, it's time to review your stock portfolio for tax-saving opportunities. Tune in for tips on creating a tax-efficient start to the new year!

November 14, 2024

Discover smart tax strategies for Baby Boomers to maximize retirement savings. Learn how to manage RMDs, leverage QCDs, time Social Security, and more. Contact us for personalized guidance!

November 14, 2024

As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liability for the upcoming year.

November 12, 2024

As the year draws to a close, taxpayers with substantial stock holdings have a unique opportunity to engage in strategic planning to optimize their tax positions.