Tax Planning

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Tax Scams: The “Dirty Dozen” to Avoid
Are you aware of the Internal Revenue Service’s Dirty Dozen list? Compiled annually, it warns of the top 12 tax scams that may be encountered anytime, but peak leading up to and during tax season.
Tax Strategies for Special Needs Families
If you or a loved one has disabilities or special needs, you know that the costs related to care can be substantial. The good news is you may be able to reduce these costs by maximizing the tax strategies available to you.
Important Tax Changes in 2025
Possible credits and deduction changes to keep in mind.
A CPA’s Year-End Wishlist
Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.
Changing Residency for Lower Taxes
Many of us actively choose our state of residence for professional and other opportunities, or perhaps choose to stay close to friends and family and build a life where we spent our formative years.
Tax Season’s Over, Now What?
What you can do now to avoid tax planning mistakes in the future. Let’s face it: There is nothing fun about income taxes. They can be even more unpleasant when you have to cut a fat check to Uncle Sam in April because of a life or work event or change that occurred in the prior...
Gazing into the Sunset: Preparing for Big Tax Changes after 2025
The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law by then-President Trump in December 2017, was one of the most sweeping changes in federal tax law to date.

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