A few months ago, we asked some of our business clients to participate in a client survey. We wanted to look for ways to improve our business, to improve the services we offer to our clients and to hear what our clients are thinking. To our clients who participated in the survey, THANK YOU! We [...]
What do Goodwill donations and cash contributions to your favorite non-profit organization have in common? Both transactions can help you save money on your federal tax return! When you receive our Individual Tax Organizer in January, there is a page dedicated to your cash and non-cash contributions. We ask you to provide us with information [...]
Once upon a time, individuals could invest in rental real estate and use the big tax losses to offset income earned from other sources. Unfortunately, Congress has squashed that strategy. Now losses from rental real estate are suspended and can be used to offset only rental income. It's not impossible to use the losses from [...]
After our post about Profit Motives, one of our awesome clients requested that we post our thoughts on when is the best time to begin collecting Social Security. Ask and you shall receive! We're going to discuss at what age taxpayers should start collecting Social Security. Fair warning, the short answer to this intriguing question [...]
We speak with a lot of folks saving for their retirement and they often ask us if we think they’re saving enough. "How much is enough" is a question for another day, but we do want to talk about an interesting retirement savings strategy that many folks are utilizing - Roth IRA Contributions. We all [...]
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