December 2, 2019

December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving strategies require action before December 31st.  Once April arrives it is often too late to impact your tax situation and your CPA is simply recording what happened way back in 2019.  By taking action now, you...

March 18, 2019

It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April 15th deadline.  If you are looking for ways to save money on your tax bill, don’t overlook a last minute contribution to an IRA.  It is one of the best ways to reduce your taxes and one of the only ways t...

February 11, 2019

Do you find yourself with some extra cash that you would like to get invested, consider a backdoor Roth IRA.  Many of our higher earning clients have maxed out their 401k contributions and are wanting to make additional contributions toward retirement.  (Yes, it is a wonderful problem to have!)   Now is the time to consider this strategy...

November 1, 2016

Do you find yourself with some extra cash as the year comes to an end?  By this time of year, many of our higher earning clients have maxed out their 401k contributions, hit the maximum for Social Security tax, and now find each paycheck much higher because they’ve hit these limits.  (Yes, it is a wonderful problem to have!).  If you are...

March 6, 2016

It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April 15 deadline.  If you are looking for ways to save money on your tax bill, don’t overlook a last-minute contribution to an IRA.  It is one of the best ways to reduce your taxes and one of the only ways to...

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