Monthly Archives: July 2019

Save the Date – Sept 27 Annual Client Event

Please join us for our annual fall client event on Friday, Sept. 27 at Cafe Escadrille from 11 am – 4 pm. This year we expanded the focus of our annual financial and practice management summit to include two groups

Posted in 2019 August Newsletter

Still Waiting For Your Refund?

Did you file your tax return this spring and are still waiting for your refund? The IRS issues more than 9 out of 10 refunds in fewer than 21 days. However, it’s possible that some tax returns require further review

Posted in 2019 August Newsletter

Interesting Metrics for Personal Tax Returns – 2018 vs. 2017

2018 was the first year that incorporated the majority of the tax law changes resulting from the Tax Cuts and Jobs Act of 2017 (TCJA) enacted just prior to the end of 2017.  While many taxpayers were very concerned with the

Posted in 2019 August Newsletter

You’ve Got Questions ~ We’ve Got The Answer: Family Loans

Q: My parents would like to give me a loan of $150k. How can we structure this loan so that we are in compliance with any rules from the IRS? A: To structure a loan in compliance with the IRS

Posted in 2019 July Newsletter

What To Do If Your 401(k) Account Value Declines

From CBS Interactive/ By Steve Vernon  Have you ever opened your 401(k) account statement and stressed out because the balance has declined? Don’t panic. Instead, try these strategies to address the inevitable stock market fluctuations that will occur during your

Posted in 2019 July Newsletter

Refinancing This Summer? Buying A New Home?

Don’t forget these 10 points when considering and selecting your lender and loan officer: 1. Research the lender and loan officer to ensure they are a good fit for you. 2. What is their knowledge, experience, and commitment to service?

Posted in 2019 July Newsletter

This Summer, Work Through Your 2019 Tax Projection

As we shared this winter in an article called Why Is Your Tax Refund Smaller for 2018 (written by Shira Schoenberg and including quotes from Andrew Schwartz CPA), many individuals were surprised that they had smaller tax refunds or owed

Posted in 2019 July Newsletter