November 2021

Information

In 2021, more people than ever are considering converting their traditional IRA into a Roth IRA.

Posted November 25, 2021
Tips

While your CPA may seem as if they are a superhero at tax time, that doesn't mean they look forward to having to wade through a complex mess of receipts and other documents. Remember, the harder you make the job of your CPA, the less efficient the entire process will be.

Posted November 17, 2021
IRS Problems

When you go to your mailbox and find you have received an IRS letter or notice, you may be stricken with panic and fear. However, the IRS sends out millions of letters and notices to taxpayers annually due to various reasons and situations.

Posted November 9, 2021
Tax Strategies

If you are a person who has assets of significant value, you want to pass this wealth on to your heirs. To do so while minimizing estate taxes and providing the assets to your heirs tax-free, it is vital you understand tax strategies that work best in these situations.

Posted November 2, 2021