tax planning

Do you file your tax return and then forget about taxes until next year? Tax planning should be ongoing and thought about throughout the year! Here are some specific tips you can use with the data you've worked so hard to gather.

By Jeff Bernier

For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before leaving the ground, pilot and co-pilot work as a team. Together, they walk through each item on the checklist and verbally verify that every step has been completed. “Landing gear.” Check. “Flaps and slats.” Check. “Spoilers.” Check. “Autobrakes.” Check. Each of these items is carefully checked and crosschecked to keep the plane—and everyone onboard—safe and sound from takeoff to landing.

By Jeff Bernier

Our team has been spending time preparing for our upcoming Tax Seminar on March 6, and one of the big questions that has come up during our discussions with our partners at Gruber/Kingsley CPAs is how our clients can make charitable donations count under the new Tax Law.

By Jeff Bernier

From delicious holiday treats to carefully wrapped—and hastily unwrapped!—presents under the tree, it’s the time of the year when kids of all ages gleefully anticipate surprises and gifts of every kind. Of course, there’s one surprise no one wants: a shocking tax bill. Just ask Susan.