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2014 Tax Organizers

We mailed 2014 Tax Organizers on January 7, 2015. We encourage you to use the Organizer and we will once again be extending a 10% discount to our clients who substantially complete the Organizer. Please submit your completed organizer and supporting documents as soon...

Roth Conversions – A Hidden Gem?

The mechanics of IRAs and other retirement plans such as 401(k)s are generally well-understood. When you contribute to your Traditional IRA you receive a deduction and it grows tax-deferred until it is withdrawn, at which time it is reported as ordinary income. The...

Year-end tax planning

Keep in mind these opportunities to reduce your tax burden Please look out for our year-end client letter with detailed information about 2014 tax changes, ideas for reducing taxable income and increasing deductions and red flags that increase audit risk. In the...