September 2021 Tax Newsletter

Face this Fall with a Personalized Tax Plan Dear Reader, As fall begins, I want to remind you that I am always available to discuss your tax situation and case with you. Please do not hesitate to schedule a time to speak with me. Our hearts are with the people,...

August 2021 Tax Newsletter

Navigating Your Annual Tax Journey Dear Reader Summertime means the 2020 tax filing season is firmly in the rearview mirror for millions of Americans! This year, summer also means more money for you thanks to the child tax credit advance payments. Find out what you need to know about these...

July 2021 Tax Newsletter

Summer Strategies to Reduce Your Tax Bill Now that 2021 is more than half-way in the books, it is time to make sure you are track with your taxes and to kick your tax planning into high gear! Included in this month's newsletter are several ideas to help you reduce...

June 2021 Tax Newsletter

Biden's Budget Brings Tax Burdens Dear Readers, The Biden administration released it's budget proposals on Friday June 4th, and among the many provisions are a host of proposed tax changes affecting individuals and corporations. One set of tax and revenue proposals, named the American Families Plan, would increase taxes on...

May 2021 Tax Newsletter

The Tax Laws, They Are A-Changin! Dear Readers, 2021 is proving to be active with tax topics and changes to Tax Laws, COVID-related funding and relief opportunities, and Tax Compliance matters. With tax year 2020 taxes now due, we wanted to remind you that if you have a tax bill...

April 2021 Tax Newsletter

In the Heat of Tax Season! If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can...

March 2021 Tax Newsletter

Spring is Almost Here! With April 15th right around the corner, get answers to common tax questions in this month’s newsletter. Also included is a look at the Employee Retention Tax Credit recently expanded by law. Please call if you would like to discuss how this information could impact your...

February 2021 Tax Newsletter

Happy Lunar New Year! Dear Client, As the tax filing season gets underway, now is a great time to review some tips to help ensure your tax return is processed without a delay. Also included are reminders of some surprising tax situations this year because of the pandemic. For small...

January 2021 Tax Newsletter

  Happy New Year The new year begins with more stimulus payments and other financial assistance courtesy of the latest COVID relief legislation. Read about how the new bill affects your tax and financial outlook. Also in this month's edition is good news for business owners regarding the tax deductibility...

October 2016 Tax Newsletter

What's Inside: Tax Calendar Plan Ahead for Year-End Business Tax Savings New Procedure for 60-Day Rollover Errors Tax Relief for Louisiana Storm Victims Charitable Private Foundations Tax Calendar October 17 Deadline for filing your 2015 individual tax return if you requested an automatic six-month extension from the April deadline. October...