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In the course of our daily work with tax resolution, accounting, and business issues, we come across numerous new developments, interesting facts, and opportunities.  This page provides us the ability to share those with you.  There are filters below if you are looking for information about a specific topic.  Also, if you would like to sign up for the email or paper newsletter we send out monthly, click the button below.  The newsletter contains the same relevant information that we include on this page of our website.

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Accounting ServicesBusinessEmploymentEstate PlanningFinancial PlanningProperty TaxTax PlanningTax PreparationTax ResolutionUncategorizedWise Living

Head of Household Filing: Who is Eligible

The Head of Household filing status allowed by the IRS is the most advantageous filing status for a single taxpayer. Numerous rules apply to qualify, but if you do, it […]

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How Are Trusts Taxed?

A trust can be a powerful estate-planning tool, but contrary to popular belief, trusts do not make all taxes disappear. The families who set them up still need to consider […]

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Business Interest Expense: The New Rules

The IRS released the final regulations and other guidance on the limitation on the deduction for business interest expenses under the Tax Cuts and Jobs Act of 2017 that was […]

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Investing: It’s Easier than Ever to Get in Over Your Head

One of the big investing stories of 2020 involved Robinhood and similar companies, which offer free or low-cost trades. Although such companies may claim to democratize investing, critics say these […]

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