Tax tips and insights from our Enrolled Agents
Successful retirement planning should build upon a holistic approach that considers a plan for diversification so that retirees can tap into multiple baskets, some taxable, some not, during the year as a method of minimizing taxes.
Read more →
It is a trend I've started to notice in recent years as a tax professional — my oldest clients are the ones with the largest tax bills. Here's why, and what could change.
Read more →
A new calendar with days to fill hangs on my wall. I wonder what the coming year will bring — and I know that my hand will be the one to fill the pages.
Read more →
This 2021 tax filing season is by far the most challenging tax season in a long career. Tax laws have changed mid-season and the IRS and software companies are scrambling to catch up.
Read more →