Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take… Read More
Filing your tax return is a once-a-year event, but there are things you can do throughout the year to help reduce your tax burden and protect your assets. BOOST YOU RETIREMENT SAVINGS One of the best ways to lower your… Read More
By: Benjamin Dorsey, CPA, CFP®, CDFA™, MST | Director of Ta x Services Each year after September, the IRS releases preliminary data for the previous filing year’s tax returns. The most recent publication reports tax return data for returns processed for tax year 2013 (2014 preliminary data… Read More
April 15 is our annual “anti-holiday”—the date we love to hate. Many Americans dread that day each year because of the misconception that individual tax returns must be filed by then. Actually, only a rough estimate of what you owe… Read More
By: Brian MacMilllan | Managing Director Mergers & Aquisitions Selling a privately held business is complicated. If you are a business owner, understanding the options available to you when selling your business can make a huge difference both in how much you receive from the… Read More
By: Benjamin Dorsey,CPA, CFP®, CDFA™, MST | Director of Tax Services Professional financial advisors work with clients on investment, planning, and/or tax strategies. Unfortunately, when financial advisors of different disciplines are not in sync and/or not working with the entire set of goals and information,… Read More
By early March, most public companies have to file their 10-Ks. (For those who are unfamiliar with the term, a 10-K is an annual report required by the U.S. Securities and Exchange Commission (SEC) that gives a comprehensive summary of a company’s… Read More
By: Mark Stinson, CPA , CFP ®, MBA | Director of Planning I am putting all my money in taxes—the only thing sure to go up. – Henny Youngman The IRS has proved Henny Youngman wrong—at least in one case. If… Read More