Tax Planning Before You Say "I Do"
March 29, 2018
The wedding planning process can truly be a whirlwind of to-dos. Finding the perfect venue, dress, flowers, cake…and the list goes on and on. Another important wedding planning item to consider is the income tax implications that will result from your newly married status. Let's take a look at some of the main tax questions…
Kalyn Carroll Discusses Bitcoin with WOAI
February 5, 2018
The rise of the Bitcoin and crypto currencies have posed a new challenge for CPA firms when determining clients’ tax liabilities. Senior Kalyn Carroll was featured on News Radio 1200 WOAI to discuss how Bitcoin is impacting financial portfolios. Click to hear Kalyn’s interview with WOAI.
The Age of Uncertainty: Six Year-End Planning Tips for You and Your Business
October 23, 2017
We are living in uncertain times. All year Congress and the Trump Administration have been jousting over topics that will affect every taxpayer in America. From healthcare to tax reform, few years in recent memory have entered the fourth quarter with so many unanswered questions. Effective year-end planning involves much more than just thinking about…
Estate Planning for the 99%
February 9, 2017
When most of us hear the words “estate planning,” we tend to tune out, thinking that it doesn’t apply to us. While it’s true that 99% of Americans don’t have a taxable estate (i.e., more than $5,490,000 of net worth for 2017), and despite our new President’s desire to rid the tax code of the…