Last week I (again) went to the AICPA Engage conference in Las Vegas. It’s always a great event with quality content and speakers. One of my favorite things about being a CPA financial planner is getting to learn so much about so many different areas, like tax planning,...
Tax season is over, and Spring is here; it’s time to strategize. Proactive planning is vital to staying ahead of the curve and avoiding unpleasant surprises. The tax code was re-vamped in 2018 and many taxpayers were caught off guard. While taxes were generally cut for most individuals,...
Another year begins! I’m finishing up some year-end tasks while planning for another tax season, and, quite honestly, I’m a little behind— so this is getting out a bit late. Being busy is a good thing, though, and I think I’m getting my head back...
The year is winding down, which means it’s time to start preparing for tax season. The Tax Cuts and Jobs Act has been in effect since January, which has made planning a bit more complicated than usually. But there is still time to make some...