October 1, 2018

Tax Cuts and Jobs Act of 2017

You may have heard that government has passed a few laws in the previous year that may effect your taxes. Take a look at our next two posts to see what may effect you. If you have any questions about your particular circumstances, give us a...

February 20, 2018

The Tax Cuts and Jobs Act of 2017 is the most significant tax reform legislation since 1986.  It hits many aspects of personal and business income taxes, some of which changes very long standing traditions.  Some of the changes are straight forward, but others are unc...

January 30, 2018

 Preparing for the 2018 Tax Filing Season

The latest tax reform bill won't take effect until 2018, but it will still affect the upcoming tax filing season. If you have specific concerns about your situation, please include a note with your 2017 tax information so that w...

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...

December 15, 2016



October 31, 2016

Get More From Giving

The 2015 PATH Act has made permanent the ability for a taxpayer to make a charitable contribution of up to $100,000 from their IRA and have it count toward their required minimum distribution (RMD).  Doing this changes the contribution from being an...

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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...

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April 23, 2020

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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. 

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