Important Changes for 2019 Tax Season
2018 was the first year that most of the changes from the Tax Cuts and Jobs Act took effect. For the first time, we’re seeing the results on tax returns. … Continued →
How Is Tax Reform Affecting Dentists’ Tax Returns in 2019?
The Tax Cuts and Jobs Act of 2017 made sweeping changes to the federal tax code. Even though we’ve had a year to adjust, this filing season is the first … Continued →
Should I Amend An Old Tax Return?
We often encourage you to look forward while planning for your financial future, but sometimes it’s worth looking behind you, too. This is the case with old tax returns. With … Continued →
The Value of HSAs in Tax Planning
With 2018 winding down, it’s helpful to review all your tax planning options. A Health Savings Account (HSA) might be easy to overlook, but it can be a dynamic way … Continued →
2018 Year-End Investment Management Checklist
Throughout the year you’ve checked on your investments for progress or signs of decline. You’ve noticed gains and losses. But have you thought about your overall investment strategy lately? The … Continued →