An Accounting “Diamond in the Rough”

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For most people, filing your tax return is just that – FILING.  They provide documents, review the numbers and sign at the bottom line.  But many of us don’t truly appreciate what it takes to PREPARE a tax return.  The US tax law has become onerous and complex, and at times, source documents alone can [...]

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Are You On Santa’s Naughty List?

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Nobody wants to be on the Naughty List – especially when it comes to finances.  Santa’s Naughty List might get you a piece of coal, but your financial Naughty List might prevent you from making proactive decisions, costing you a significant amount of money. Here are some things you should consider before the year’s end [...]

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Tax Planning

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Baseball's Opening Day is today - Spring has begun!  But contrary to our calendar year, taxes have no season. On the surface it seems like taxes are important only once a year.  But in reality, your tax team should be constantly making adjustments and strategic observations that will lessen your tax burdens and help you meet [...]

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