Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities...
New Parent Tax Planning Tips

New Parent Tax Planning Tips

Are you or someone you know a new parent this year?  This big change in your life could also have an impact on your taxes.  Here are some of the tax benefits (i.e. ways to save money) that you may want to consider taking advantage of. Social Security Number The first...
Protect Yourself from Tax Schemes

Protect Yourself from Tax Schemes

“Crime doesn’t pay.” But that doesn’t stop criminals from trying. In recent years there has been an uptick in tax related fraudulent activity. The crooks are adapting some of their most successful scams and applying the concepts to leverage off...