2022 Year-End Tax Planning for Individuals

2022 Year-End Tax Planning for Individuals

There is still time to do some 2022 year-end tax planning! Once the year is over, we will be unable to proactively assist with your 2022 tax situation; so please reach out to us if you’ve experienced any major life events this year. Major life events could...
Boost Your Retirement Savings In 2023

Boost Your Retirement Savings In 2023

The IRS recently announced cost-of-living adjustments to pension and retirement fund contributions beginning in 2023. Contribution limits for 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan will rise to $22,500 from $20,500. The...
Children & Income Tax:  3 Tips

Children & Income Tax: 3 Tips

As we pack up our students and send them off to school, here are three tips around kids, college students and college tuition that could impact your taxes. Children who are under 24 and are full-time students may be subject to Kiddie Tax on their investment income....
Would You Recognize the Signs of Data Theft?

Would You Recognize the Signs of Data Theft?

In today’s day and age, protecting your identity and personally identifiable information is critical. How familiar are you with the signs of data theft? It is important to recognize these signs to that you can react quickly to minimize damage. Receiving any of the...