February 2, 2017


 Wash Sales: What to Watch Out For

What is a wash sale? A wash sale occurs when you sell securities at a loss and within 30 days before or after the sale you acquire substantially identical securities.  When this happens, the loss cannot be deducted, instead the tax ba...

Please reload

Quick Notes

Paycheck Protection Program Deadline Approaches

July 28, 2020

Paycheck Protection Program Deadline Approaches

The deadline for businesses to apply for loans under the Paycheck Protection Program has been extended...

1/1
Please reload

Recent Posts

April 23, 2020

Please reload

Archive
Please reload

Follow Us
  • Facebook Basic Square
contact us

Contact us for an estimate.


IRS Circular 230 Disclosure: 
To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any tax advice contained in this communication, unless expressly stated otherwise, was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein. 

This contact form is not intended for confidential material.