You deserve a specialist who knows the financial and tax issues unique to healthcare professionals and their practices.

If you are starting your own business, opening up a private practice or thinking about implementing a new retirement plan for your existing business, you have several retirement plan options available to you. Below is a list of the primary retirement plan options for...

The IRS recently issued proposed regulations requiring brokers to provide reports of digital asset transactions, including cryptocurrency sales, to their customers at year-end. Per the proposed regulations, beginning with the 2025 tax/calendar year, brokers that...

Third quarter estimated taxes are due 9/15.  For anyone paying estimated taxes, we now recommend that you make those payments online.  Doing so is much safer than sending the IRS a check, and you receive an instant confirmation that the payment has been processed. ...

From IRS News IR-2023-49, March 20, 2023 In a further warning to people and businesses, the Internal Revenue Service added widely circulating promoter claims involving Employee Retention Credits as a new entry in the annual Dirty Dozen list of tax scams. For the start...

We recently received this question from a client: Q: Just wanted to give you a heads up.  If all goes according to plan, we will be signing the sale agreement this week for my office.  Is there any way to reduce the tax implications of the transaction? A: Here are 5...

Did you recently drop off one or more of your kids at college? As we all know from our undergraduate years, a lot of what college kids learn is learned outside the classroom. Why not take this opportunity to plant the seeds for a few practical personal finance lessons...