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Newsletter November 2021

Newsletter November 2021

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS. Review the Social Security benefits and their recent...
Newsletter October 2021

Newsletter October 2021

October 2021 With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the common signs of identity theft and what...
Newsletter September 2021

Newsletter September 2021

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear. Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial...
Newsletter August 2021

Newsletter August 2021

August 2021 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 payments in...
Newsletter July 2021

Newsletter July 2021

Now that 2021 is more than half-way in the books, it’s time to kick your tax planning into high gear! Included in this month’s newsletter are several ideas to help you reduce your tax bill. There is also an article that provides some ideas on how to think about...
Newsletter June 2021

Newsletter June 2021

Do you know your net worth? Find out why knowing this number is one of the most important financial concepts you’ll want to understand. If you own a small business, read about why you should consider hiring your kids for a part-time summer job. Also find out how...