IRS Inflation Adjustments for 2021

  • November 13, 2020

The IRS has recently released their inflation adjustments for the tax year 2021. More than 60 tax provisions were revised including...


Ensure Your Contribution Goes to a Legitimate Organization

  • September 9, 2020

Every year, Americans donate millions of dollars to various charities. When making these donations, it is important that every donation be...


How do I net capital gains and losses for year end tax planning?

  • July 28, 2020

Written by Jennifer Cochran With the extended July 15th tax deadline past us, now is a great time to think about...

Practical moves for individuals navigating the tax law

  • October 30, 2018

written by Jay Logal  As tax season quickly approaches, taxpayers are searching for successful year-end tax strategies to set them up...

The impact of the Tax Cuts and Jobs Act on charitable giving

  • October 15, 2018

written by Ray Moncrieffe 1,571,056. That’s the number of tax-exempt organizations in the United States, according to the National Center for...

college grads save for retirement

College Grads: Start Saving Early for Retirement

  • June 3, 2018

written by Mark Lamb It may seem difficult to think of saving for retirement while at the same time financially juggling...


Changing Our Minds on the Way We Save

  • June 6, 2017

written by Mark Lamb A Federal Reserve study cited in The Atlantic reported nearly half of Americans could not come up...

Common IRA Contribution and Distribution Mistakes and How-to Avoid Them

  • February 12, 2017

written by Olivia Tinkler Protecting the value of your individual retirement accounts (IRAs) and other retirement accounts is incredibly important. IRAs...

Moving due to a job change? There might be potential tax savings that come along with your move.

  • September 15, 2014

written by Eric Lampe Moving expenses may have the ability to be tax deductible by individuals. There are three key criteria’s...