RE: 2017

Personal financial planning is an ongoing process.  The good news is that financially speaking, 2016 was another really good year. The stock markets are once again at all time highs.  Same can be said for many real estate markets around the country.  And interest...

Summer Weddings Mean Tax Changes

Summer wedding? Congrats! Make sure to review these IRS tips on the tax issues that come along with marriage, too! IRS Summertime Tax Tip 2014: Taxes may not be high on your summer wedding plan checklist. But you should be aware of the tax issues that come along with...

Locum Tenes Provider Guide

Are you a Locum Tenes Provider? If so, you’ll want to read Andrew’s Tax Guide for Locum Tenens Providers published by Barton Associates.  It covers the key tax implications of being an independent contractor and tax tips you can apply immediately. You can...

Checklist to Cut your 2013 Tax Bill

It’s not too late to cut your 2013 tax bill.  Prior to Dec. 31st:  Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year.  This year you can put away up to $17,500 ($23,000 if 50 or older) into your...
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