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Good records are the key to tax deductions and trouble-free IRS audits

July 1, 2020

If you operate a small business, or you’re starting a new one, you probably know you need to keep records…

Is it time to reopen your business? 10 Questions to Ask Yourself

June 3, 2020

Businesses across America that have been shut down due to the novel coronavirus (COVID-19) pandemic may now (or soon) have…

CARES Act Provides 4 Possible Reasons to File an Amended Return

May 1, 2020

The $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act delivers good news to individuals and businesses, including valuable…

Plan Around the Medicare Tax on Investment Income

September 3, 2019

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…