Road Trip Reflections

With Willie Nelson’s song running through my head, my wife Margaret and I embarked on a multi-day Road Trip down South to see our daughter for the first time in 16 months.  The drive to Florida was easy but long.  We took our time, made a few stops and enjoyed seeing some...

One Plus One Equals…Three?

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Math Error Notices from the IRS 

Nancy Muench is a CPA with over thirty years of tax experience, and we are fortunate to be able to rely on her expertise as the Head of our Tax Department.  She has some good advice to share regarding math error notices from the IRS.  

In our tech savvy society, we...

Graduation and New Beginnings

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Rodgers and Hammerstein made June famous for “bustin’ out all over,” but in my mind, this month is linked to Graduation Season and visions of the graduate heading off to conquer the world.  I think the phrase “develop a killer app” is the 2019 equivalent of “Plastics, my boy, plastics.”  For the...

Honoring and Remembering Those Who Serve

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Our newsletter enjoyed a “Spring Break” during tax season, and now we will resume our client newsletters on a twice monthly schedule.  These communications are intended to be an opportunity for you to get to know our staff on a more personal level, as well as for us to share with you some timely tax...

Plumping up your Piggy Bank

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Please note that after today's edition, our weekly newsletter will be on “Spring Break” until April 15.  While we are pausing this regular communication with our clients, we encourage you to call our office any time you have questions or concerns.

America Saves Week

For those of us of a certain...

Fun Facts about Funding Your IRA

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IRA Types and Eligibility Regulations

As part of our financial planning services, we often get questions about whether to make contributions to a Traditional IRA, Roth IRA, etc.

First, be sure you have taken advantage of the payroll deferment options available through your employer – 401(k), 403(b...

Candy and Flowers and Cards, oh my!

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The less-than-romantic origins of Valentine’s Day

Valentine’s Day is here!  Candy and flowers and cards, oh my! Elementary school kids are exchanging greetings with their classmates, dropping messages to classmates in homemade Valentine mailboxes, which are often quite elaborate, probably thanks to...

Hold On Loosely, But Don’t Let Go!

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Document Retention:  What to hold on to and when to let go

The song “Hold on Loosely” was released in 1981 by the band 38 Special, peaking at #27 on the Billboard charts in May.  But the lyrics live on into 2019 as they apply to the recommendations for records retention that most of us should...

Are you seeing the shadows of last year in 2019?

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The Groundhog and Promises of Spring

Groundhog Day is always celebrated on February 2.  I don’t know why, but one reason is that the date is the mid-point between the Winter Solstice (December 21) and the Spring Equinox (March 21). 

Naturally, the day grew out of celebrations/ceremonies from the...

The last week in January has been designated as “Tax Identity Theft Awareness Week.”  This is a good reminder to all of us about the importance of maintaining the security of your personal information.

It’s become a regular occurrence to hear of data breaches at many major companies.  These...

Have you considered sharing your skills and experiences?  Do you enjoy working with less experienced or younger people?  If you answered YES, this month is for you!  January is National Mentoring Month, and as many of us may have made resolutions in the spirit of giving back, it seems an appropriate...