News and Articles
We make it our business to find the best resources available for your financial help and planning. For that purpose, we have compiled a list of very helpful and informative articles and news tidbits for you to read. Please Contact Us if you have any questions regarding how the information in these articles can be applied to your situation.
-- NEW -- 2012 Winter Tax Alert
Choosing the right Tax Preparer - Ten tips to help you choose
Use Tax - Letter from BOE - this isn't new, but most people did not realize...
Foreign Bank Accounts - For those who have $10,000 in assets at any one time during the year in a foreign bank account or trust, or signature over an account
Phishing - Did you receive an email from the IRS?
Do you have capital losses? - Here is a tip to help you maximize the losses and reduce future capital gains
Social Security - When should I begin collecting?
Self-Employed - How do I protect myself from audit
Are you Prepared - If something were to happen to your home or office, would you have accessible records to reconstruct for tax and insurance purposes?
Employee or Contractor - You hired someone, but are they an employee or an independent contractor?