Tag: Tax Planning

It is the 4th quarter, it's time to think about your current federal tax situation. Tax planning strategies are especially complicated for 2020. There are a lot of moving pieces: The COVID-19 pandemic has caused Read More

The extended July 15 deadline for filing your 2019 federal income tax return is behind us. Now it's time to think about your current federal tax situation. Tax planning strategies are especially complicated for 2020. Read More

The second half of 2020 has begun and it is more important than ever to consider mid-year tax planning ideas. What steps can business owners take today to lower taxes for the current tax year? Read More

In an era of uncertainty, you can count on one thing: Time marches on. You can't beat Father Time, you can prepare for these age-related tax and financial planning milestones as you grow older.   Read More