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Podcasts

Important Changes for 2019 Tax Season

Posted on January 16, 2019

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 →

Posted in Uncategorized

Tagged with 1040, 2018 taxes, 2019 taxes, credits, deductions, individual taxes, tax brackets, tax season, Tax Tips, taxes

How Is Tax Reform Affecting Dentists’ Tax Returns in 2019?

Posted on January 15, 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 →

Posted in Dental CPA Blog

Tagged with 2018 taxes, 2019 taxes, dental tax returns, dental taxes, tax reform, Tax Tips

Should I Amend An Old Tax Return?

Posted on December 15, 2018

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 →

Posted in Blog

Tagged with 2018 taxes, tax credits, tax deductions, tax planning, tax return, Tax Tips, taxes

The Value of HSAs in Tax Planning

Posted on November 20, 2018

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 →

Posted in Blog

Tagged with 2018 taxes, health insurance, health savings account, HSA, IRA, medical expenses, tax planning, Tax Tips, taxes

2018 Year-End Investment Management Checklist

Posted on November 12, 2018

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 →

Posted in Uncategorized

Tagged with 2018 tax planning, 2018 taxes, bookkeeping, Financial Reporting, investment management, investments

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