RSS Feed Take a look at our recent blog posts and client newsletter articles. en-us Fri, 01 Oct 2021 09:00:00 -0500 Fri, 01 Oct 2021 09:00:00 -0500 Use These Strategies To Pass on Wealth to Heirs Low interest rates and a volatile stock market create additional opportunities for wealthy individuals to transfer money to heirs tax-free. Fri, 01 Oct 2021 09:00:00 -0500 Small Business: Tips for Ensuring Financial Success Learn how cost accounting helps you make smarter business decisions and lead you to financial success. Fri, 01 Oct 2021 09:00:00 -0500 Marginal vs. Effective Tax Rates Understanding marginal and effective tax rates is important for tax planning purposes, but many taxpayers don't fully understand the difference. Fri, 01 Oct 2021 09:00:00 -0500 If You Receive an IRS Letter or Notice The IRS sends millions of letters and notices to taxpayers for a variety of reasons. Many of these letters and notices can be dealt with without calling or visiting an IRS office. Fri, 01 Oct 2021 09:00:00 -0500 Defer Capital Gains Using Like-Kind Exchanges If real estate's your game, did you know that it's possible to defer capital gains by taking advantage of a Section 1031 exchange that allows you to swap investment property on a tax-deferred basis? Fri, 01 Oct 2021 09:00:00 -0500 What Is a Designated Roth Account? If you are a high-income earner who participates in a 401(k), 403(b), or governmental 457(b) retirement plan that has a designated Roth account, making contributions to that account could be a smart move. Wed, 01 Sep 2021 09:00:00 -0500 Verifying Your Identity When Calling the IRS If you need to contact the IRS, you will be asked to verify your identity. Here's what you need to know before you call. Wed, 01 Sep 2021 09:00:00 -0500 Tax Rules for Divorce and Alimony Payments Tax rules regarding divorce and separation can and do change - as they recently did under tax reform - and the last thing on anyone's mind during a divorce or separation is its effect on their tax situation. Wed, 01 Sep 2021 09:00:00 -0500 Tax Relief for Those Affected by Natural Disasters Tax relief may be available if you've been affected by a natural disaster this year, but only if you meet certain conditions. Wed, 01 Sep 2021 09:00:00 -0500 Six Things To Know Before You Start a Business Starting your own business is an exciting prospect, but there is more to it than simply writing a business plan. Wed, 01 Sep 2021 09:00:00 -0500 CARES Act Updates: Changes in Required Minimum Distributions (RMD), Taxes Owed on Unemployment Benefits, and EIDL Tax-Free Grant/Loans Still Available Wed, 08 Jul 2020 09:00:00 -0500 Additional tax law changes in 2018 Wed, 28 Feb 2018 03:00:00 -0600 Protect Yourself Against Tax Refund Theft Thu, 08 Feb 2018 03:00:00 -0600 2018 NEW TAX LAW Tax Cuts and Jobs Act of 2017 Fri, 26 Jan 2018 03:00:00 -0600 Protect Your Identity Protect yourself from identity theft! Sat, 01 Apr 2017 04:00:00 -0500 UNEXPECTED TAX LIABILITIES & PENALTIES Do you unexpectedly owe thousands of more dollars to the IRS? Read here to see how to avoid these penalties. Thu, 07 Apr 2016 04:00:00 -0500 The Mount Carmel Foundation: Brain on Fire Our CPA recently was a sponsor for the Mount Carmel Foundation event, Brain on Fire, an evening with Susannah Cahalan. Tue, 29 Mar 2016 04:00:00 -0500 Charitable Donations TAX TIP: Charitable donations are tax deductible and can reduce your tax burden significantly. Recently we were honored to support the Otterbein Golf Team in Scottsdale, Az. Thu, 24 Mar 2016 04:00:00 -0500 DO NOT FAIL TO TIMELY FILE YOUR 2015 TAX RETURN BY APRIL 18th If you have not filed your 2015 tax returns, we urge you to ASAP! If a return is late there can be penalties! Tue, 15 Mar 2016 04:00:00 -0500 Some IRA Benefits To Consider Wed, 02 Mar 2016 03:00:00 -0600 HAVE YOU ADJUSTED YOUR 401(K) CONTRIBUTIONS FROM LAST YEAR? The 401(K) plan is "the best thing since sliced bread!" You'll wish you had done more! Thu, 18 Feb 2016 03:00:00 -0600 Tax Fraud, Why You Might Be A High Risk! Getting Fake IRS Phone Calls? Hang Up! IRS never contacts taxpayers by phone. Don't fall for this and listen to some tips to avoid tax fraud. Thu, 11 Feb 2016 03:00:00 -0600 Health Savings Pot of Gold Advantages of Health Saving Accounts Thu, 28 Jan 2016 03:00:00 -0600 Save Time and Money! Mon, 25 Jan 2016 03:00:00 -0600 Tax Organization Tips Wed, 13 Jan 2016 03:00:00 -0600