SEEDS OF KNOWLEDGE

Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

What Issues Should I Consider When Starting A Business? First-time entrepreneurs and seasoned business owners alike can benefit

What issues should I consider with my employer benefits? Electing benefits can be a daunting task, and it’s difficult to know which benefit

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

The QBI (Qualified Business Income) deduction rules are complicated. One of the newest planning issues to consider deals with a possible QBI

Determining the tax impact of selling an investment can sometimes be complicated. There are several questions...

WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities.

When a client receives a promotion or a raise at work, this event can come with a number of changes that might impact their financial...