Our Blog & News

At the start of the year, it's a great time to make a resolution to take care of your financial health.  A good start?  Review your paystub, employer provided benefits and overall financial plan: Will you turn age 50 in 2023? Include the $7,500 annual catch-up...

If you pay estimated tax payments, don't forget that the 2022 4th quarter's payment is due on Tuesday, January 17, 2023. If you're self-employed or have other income without any tax withholding, and you make quarterly estimated tax payments, this is the due date for...

We recently received this question from a client:  My newer dental assistant told me that she is a disabled veteran.  I knew she was a veteran, but I did not realize that she was considered "disabled."  She also mentioned that this might be advantageous to me. What...

From the IRS News Article - IR-2022-234, December 29, 2022: The Internal Revenue Service today issued the 2023 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes....

The IRS plans to focus on reversing the current trend of deceasing IRS audits that have occurred over the last ten years. The recently passed Inflation Reduction Act provides $79.6 Billion to the IRS to improve its operations and efficiency. The funding is to be...

Personal financial planning is an ongoing process. Financially speaking, 2022 was a challenging year for many of us. For the first time in many years, the stock markets were well off their all-time highs. Real estate prices around the country are teetering from their...