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Small Business Relief
Dirty Dozen Tax Scams to Watch Out For

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of stolen personal information, you […]
Legacy Planning

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you […]
Understanding the new small business tax deduction
One of the central pieces of the Tax Cuts and Jobs Act is corporate tax reform. Corporate tax rates were cut to a flat rate of 21% from 35% Tax rates lowered Still, most U.S. companies are not large corporations, but rather small businesses. The Small Business Administration defines a small business as one that […]
Tax Planning Checklist

Happy Holiday Greetings, As year-end approaches, I want to send a quick reminder about important tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to help reduce your 2017 tax burden. December 31st marks the deadline for: Gifts and Charitable Contributions: Making tax-year […]
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