Every business has a unique set of needs and should search for a strategic financial services provider that understands this. No one size “fits all!” Depending on the size of the company or the specific industry in which it operates, there are a variety of issues to consider when choosing a firm to handle the...
The foliage is starting to turn, football is back on TV, and pumpkin spiced donuts and lattes have arrived. Fall is here and taxes are probably the last thing on your mind today – but consider this: assessing your current tax situation and financial issues now can prevent problems in April 2019 by minimizing your...
Tax planning to take maximum advantage of the reforms promised in the Tax Cuts and Jobs Act has been difficult because guidance on how to interpret many provisions of the legislation has not yet been issued by the IRS. Congress has yet to follow up with technical corrections to glitches in the legislation. Adding to...
Your health is important, so you don’t delay that mid-year trip to the doctor for a check-up. Well your financial health is just as important! And June is the perfect time for you and your family to have a mid-year financial check-up. Not sure how to review your goals and update your financial plan? Here’s...
Go Solar This Summer for Tax Savings! Most tax breaks for energy efficient home improvements were abolished by tax reform, but going forward homeowners can still take a credit for solar electric and solar water heating improvements. You must act soon, because although the Federal Solar Tax Credit does not expire at the end of...
