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.

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but

What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax

When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a

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