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Tax Planning Category
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Tax Planning for Ultra High Net Worth Individuals and Families

Paying taxes is inescapable, and as our wealth and financial complexities grow, so does our tax liability. Developing and implementing wealth management and tax strategies…

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What is Tax-Loss Harvesting? And Why You May Want to Consider It Before Year-End

With the stock markets down, you may be concerned looking at the performance and value of your investments. Some of your securities, which you may…

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2022 Year-End Tax Planning Checklist

As 2022 quickly draws to a close, there are various planning issues to consider that may affect your tax payments and financial situation in 2023….

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Year-End Tax Tips for Business Owners

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

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6 Tax Changes in 2020 Every Business Owner Should Know About
11 Jun 2020 by: Matt Showley

As we near the halfway point in 2020 and look back at the past six months, a lot has changed. With the passage of the…

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The CARES Act
1 Apr 2020 by: Brian Matter

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

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What’s It Worth? Four Reasons a Business Owner Should Have a Valuation
25 Oct 2019 by: Brian Matter

  Business valuations have been in the news recently thanks to WeWork’s Initial Public Offering (IPO) struggles.  The company was touted as the “next big…

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Taxes are done, now what?

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great…

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Beware of These Latest Tax Scams!!
1 Mar 2017 by: jhurley

  There has been an increase in tax scams from fraudsters claiming to be IRS employees attempting to either obtain personal information or solicit money…

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The Most Wonderful Time of the Year….Tax Planning Time!
15 Nov 2016 by: jhurley

With the holidays in sight, it is not likely that you are focusing on tax planning now. However, with the end of 2016 quickly approaching,…

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