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Browse Our Newsletters

Browse Our Newsletters

Septmeber 2018

What’s Inside:

  • Charitable Contributions and State Tax Credits
  • Qualifying Relative and Exemption Amount
  • Pay Healthcare Costs With Pre-Tax Dollars

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August 2018

What’s Inside:

  • Raise Capital For Business
  • Living Together After 50
  • When You Need Care

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July 2018

What’s Inside:

  • U.S. Supreme Court Rules States Can Collect Taxes from Internet Purchases
  • Who Needs an Audit?
  • Giving Now or Later

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Click here to see prior Newsletters

 


Browse Our Brochures

Browse Our Brochures

Firm Brochure

Review the services offered by the firm, such as tax planning and preparation, personal and business management, estate planning, retirement planning, and payroll and sales tax services.

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State and Local Taxes Brochure

We offer tax audit representation, appeals in compromise, multi-state Nexus studies, and tax planning and compliance consulting.

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Trust and Estate Group Brochure

We offer estate and trust consulting and planning, estate, trust and gift tax preparation, estate inventory preparation, and more.

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Family Office Services Brochure

We go beyond the standard wealth management functions to provide clients with a variety of services, such as tax compliance work, bookkeeping and financial education, among others.

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Tax Planning Guides

Tax Planning Guides

Our annual tax planning guides help you review annual taxes before year-end, in an effort to discover potential tax-saving and financial planning opportunities.

2018-2019 Tax Planning Guide

 


Tax Deductions

Tax Deductions

Tax Deduction: You might be surprised what you can claim as non-taxable expenses for your business. If you are an entertainer, model, or work in a related field, be sure to open this document.

Tax Deductions for Fashion Models, Entertainers & Related Fields

 


Tax Calendar

2018 Tax Calendar

Tax Calendar

 


Tax Forms Library

Tax Forms Library

View a list of IRS tax forms you may view, print or save to your hard drive.

Tax Forms Library

 


IRS Tax Publications

IRS Tax Publications

View a list of IRS tax publications you may view, print or save to your hard drive.

IRS Tax Publications