February 2022

Halting Notices Not A Simple Task

  In local tax news, Gregory Twachtman, a Washington News Editor, posted the following article: The Internal Revenue Service said [...]

January 2022

2021 Tax Season Letter

  Dear Clients, Friends, and Colleagues; Happy New Year! I hope you and your loved ones are healthy and looking [...]

June 2021

The Child Tax Credit

  Taxes are a huge issue in Washington right now and  one way or the other, we know changes are [...]

January 2021

December 2020

PPP- “Double Dip” allowed

  Late in the evening of December 20th, Congress passed the Consolidated Appropriations Act. It is anticipated that President Trump [...]

May 2019

Happy Memorial Day!

  I can’t believe we are coming up to the Memorial Day weekend. This is always a good time to [...]

Roth Conversions

  Most of our clients have a significant portion of their wealth in IRAs and company retirement plans. There may [...]

March 2019