Balancing Retirement Planning With College Savings

Do you have kids who are in college or will be in the next few years? If you do, you know that deciding between saving for your own retirement or contributing to your child’s college costs is a tough decision at best. College costs continue to soar, with private universities averaging $35,000 per year for … Continued →

Opportunity Zones Promote Economic Development and Tax Savings

It’s hard to believe that tax reform was passed almost two years ago, and there are still aspects of it that tax preparers and the public are just beginning to understand. One aspect of tax reform that hasn’t received much attention until recently refers to Opportunity Zones. Section 1400Z, a new addition to the tax … Continued →

Financial Preparedness and Natural Disasters

Hurricanes, tornadoes, floods, wildfires, and other severe weather events are happening more often than ever before. Some states are at higher risk than others, like Texas, California, Florida, and Louisiana, but wherever you live, it pays to be prepared. We can’t reliably advise you on how to safeguard your property or family in the event … Continued →

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End of Summer Tax Planning Tips

The sun is still shining, and kids are just starting back to school. It’s not tax season, so why think about tax planning? Even though it’s still technically summer, there are a few things you can do now to improve your tax situation. Contribute to Your Retirement If you requested an extension on filing your … Continued →

Key Provisions of the Taxpayer First Act of 2019

Tax identity theft is increasing. Tax reform in 2017 muddied the waters of compliance. Reaching someone at the IRS, when you need to, is burdensome. Thanks to the Taxpayer First Act of 2019, some of those issues are expected to improve. The bipartisan bill was signed into law on July 1, 2019 and contains some … Continued →