Our Blog & News
This Month’s Posts:
Personal tax returns on extension – the filing due date is coming up
If your 2021 personal income tax return is waiting to be completed and currently on extension, please note that the filing due date, October 17, 2022, is less than a month away.
Energy and EV Credits in Recent Inflation Reduction Act
The primary goal of the bill signed by President Biden this past August 16 was to provide assistance to America’s working families to help them manage the recent surge in inflation. The Act’s objectives are to lower prescription drug costs, healthcare costs, and...
Practice Owners: Leadership Versus Management
Leadership and management are two distinct functions at your practice. Leadership Did you know that great business leaders don’t ask what their staff can do for them? Instead, great leaders ask what they can do to help their staff improve. Perhaps the next time a...
Utilizing Your Family’s 529 Accounts For The Upcoming Academic Year
Have you saved money in a 529 plan to pay for your kids’ college? Wondering which education expenses you can pay from the 529 account as qualified expenses and which expenses are non-qualified? With students heading back to school, now is a great time to begin...
Third Quarter Tax Estimates Due 9/15
Don't forget - third quarter estimated taxes are due 9/15. For anyone paying estimated taxes, we now recommend that you make those payments online. It’s safer than sending the IRS a check, and you receive an instant confirmation that the payment has been processed. ...
Last Month’s Posts:
Education Tax Planning for the Upcoming Academic Year
With students heading back to school in the next few weeks, now is a great time to think about education tax planning. We’ve recapped various options to think about: 529 Plan distributions – Learn about qualified and non-qualified education costs They’re an...
Get A Mid-Year Checkup
Do any of these situations apply to you? You have self-employment income You made a job change during the year You have a change in marital status You have multiple sources of income If so, then a midyear tax projection is a great tool to avoid any "surprises" on...
Are You Eligible For Public Service Loan Forgiveness?
Check out the rules available at: Public Service Loan Forgiveness | Federal Student Aid that states If you are employed by a U.S. federal, state, local, or tribal government or not-for-profit organization, you might be eligible for the Public Service Loan Forgiveness...