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Browse Our Newsletters

Browse Our Newsletters

October 2026

What’s Inside:

  • Tax Questions Worth Asking Before Year-End
  • Tax-Loss Harvesting
  • Higher SALT Cap May Change Your Filing Strategy
  • Rethinking Your Emergency Fund
  • Life Insurance as a Gift

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September 2026

What’s Inside:

  • Small Tax Planning Moves Can Add Up Big
  • Make Banks Compete for Your Business
  • Lifetime Learning Credit & The American Opportunity Tax Credit
  • Avoid Paying the Technology Upgrade Tax
  • Year-End Strategies to Reduce Your Tax Bill

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August 2026

What’s Inside:

  • Understanding the Tax Details of Live Events
  • Don’t Fear Capital Gains Tax
  • Mileage Deduction Gets Boost for Second Half of 2026
  • Health Savings Accounts and OBBBA
  • Is A Roth IRA A Good Fit For Your Goals

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Browse Our Fliers

Browse Our Firm Overview and Service Area Fliers

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Trust and Estate Group Flier

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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.

2025-2026 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

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

 

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