In addition to the more than 4,000 people recently hired to fill critical customer service positions, the IRS is now seeking over 700 new employees to help taxpayers at Taxpayer Assistance Centers across the country.
5 Things You Should Know About Bear Markets
Sometimes financial markets need to reset from record-setting performance, too. Here’s what you need to know about bear or down markets.
What To Do After The Death Of A Spouse
The death of a spouse can be a scary time for a widow or widower. It may seem like there is nothing you can do, but in fact there are a few things you must do immediately and several more to do as soon as possible. Here is a list to help you protect yourself and move forward financially.
Understand Your Investments
With all the many kinds of investment opportunities out there to choose from, you may feel like it's impossible to understand what your financial advisor is telling you to do. If you don't understand, don't buy the security. It's your money. Be sure you know what you're invested in.
Tax Tips – December 2021
This edition of our client newsletter is all about tax tips for the upcoming tax season. We've included information about Advance Child Tax Credit, how and why to get an Identity Personal Identification Number (IP PIN) from the IRS, and information on the Federal Solar Tax Credit. Be informed!
2021 Year End Tax Tips
This client newsletter covers 4 topics of importance to everyone who pays taxes. Be sure to let your tax preparer know about cash charitable contributions. Also learn how to set up an IRS online account, read about maximizing your deductions, and see how Biden's Build Back better plan affects you.
Bitcoin Explained
Bitcoin is attracting attention worldwide. Is it currency or property? Can it be tracked and taxed? These and other important questions are answered in this month's client newsletter.
How Medicare Works
If you're approaching 65, you'll want to know how Medicare works. This easy-to-read article lays it all out. Learn about Medicare Part A, Part B, and Part D. Learn about Supplemental Insurance to cover what Medicare doesn't. And learn about Medicare Advantage plans, also known as Part C, the all-in-one alternative to original Medicare.
Time for ESG Investing?
Our client newsletter provides new information about ESG investing- environmental, social, and governance- also known as socially responsible investing. Interested? Turns out socially responsible investing often delivers higher returns. Read more!
Choosing a Business Entity
When you're starting a business, choosing the entity of your business has major personal, legal and tax implications you'll want to consider. Here in one article is everything you need to know to choose between a sole proprietorship, and various forms of corporations and partnerships.
