Individual

Answers to Commonly Asked Tax Questions

With all of the headlines about the changes to tax law, you probably have lots of questions. Here are answers to some of the most common questions taxpayers have this year. Q. I’m hearing about a lot of changes to 2018 taxes. What should I do? A. You’re right, there are a lot of changes [...]

2018-07-22T16:10:05-05:00Individual, News, Small Business|

Where Did Retirement Go?

Where Did My Retirement Go? How to locate lost retirement benefits For one reason or another, you may find yourself in a situation where you’ve lost track of a retirement account like a 401(k) or pension. There are several ways this can happen: Job change. People change jobs in today’s economy much faster than they did [...]

2018-07-22T15:36:55-05:00Individual, News, Retirement|

Reduce Your Property Taxes

Reduce Your Property Taxes With the passage of the Tax Cuts and Jobs Act, deductions of state, local and property taxes are not worth as much as they used to be. Beginning in 2018, taxpayers are limited to a total of $10,000 in combined state income, sales and property taxes as an itemized deduction. One [...]

2018-07-22T15:41:44-05:00Individual, Individual Taxes, News|

Need Cyber Insurance?

Does Your Business Need Cyber Insurance? It’s a nightmare scenario few small businesses consider: hackers breach your computer system, steal your customer lists and threaten to exploit sensitive data. Data breaches by malicious individuals don’t just pose a financial risk. They threaten your reputation and can trigger litigation if your customers blame you for the [...]

2018-07-22T15:41:57-05:00Individual, News, Small Business|

Looking Ahead

Looking Ahead: Tax Reform in 2018 Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new bill that impact individual taxpayers. Reduces income tax brackets. The bill retains seven brackets, but at reduced rates, with [...]

2018-07-22T15:42:54-05:00Individual, News, Retirement, Small Business|
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