WANT TO SAVE TAXES ON A ROTH IRA CONVERSION?

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With year-end just around the corner… Have you thought about…
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YEAR-END TAX PLANNING STRATEGY - ANNUAL GIFTS

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Annual gifts are one of the best ways to reduce your future estate…
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TAX DEADLINES FOR FILING 1099-MISC, 1099-DIV, 1099-INT AND 1099-R.

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Here’s a handy infographic covering essential deadlines for…
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YEAR-END STRATEGY: AVOIDING UNDERPAYMENT PENALTIES

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If you are going to owe taxes when you file your federal return,…
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YEAR-END TAX PLANNING: HAVE YOU EVER THOUGHT ABOUT PRE-PAYING YOUR STATE INCOME AND PROPERTY TAXES?

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Doing so may save you tax if you are able to itemize deductions…
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MEALS & ENTERTAINMENT EXPENSES POST TAX REFORM

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Tax reform imposed limitations on food, beverage and entertainment…
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ARE YOU PAYING OUTSTANDING MEDICAL OR DENTAL BILLS AT YEAR-END?

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Taxpayers who are able to itemize their deductions can deduct…
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FIND UNCLAIMED PROPERTY INFOGRAPHIC

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Every year literally billions of dollars of unclaimed assets…
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