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2011 Tax Season is Here!

Dear Clients,

Wow, tax season has crept up on us once again! The one comforting thing however, is that I know we can team up to make it as pain-free as possible.

As in years past, I have put together some resources to help you gather the needed information to prepare your tax return this year, please see the attached forms. Along with using them to provide me with the information that I need, feel free to ...

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How Long Until I Become A Millionaire?


How Long Until I Become A Millionaire

Millionaire Dream Everyone wants to know! What will it take for you to become a millionaire? This fun calculator will help you put things into perspective and have a realistic outlook on what it will take you to do just that…so, when do you think it will likely happen for you? Next week? In 50 years? ...

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The Bottom Line: What You Need to Know to Smooth Out Your Road to Taxville

Tax TipsYou’ve put
away the Christmas decorations and swept up all that confetti left
over from New Year’s. NOW it’s time to work on that “elephant in
the living room” – your taxes.

But like any large task that faces us, this one can be whittled
down to size by planning ahead and using the tools at our disposal.
To that end, the IRS has issued its Top 10 Tax Tips, and they’re
hot off the ...

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Tips for Year-End Giving

year-end donations2011 is coming to an end but it’s not
too late to make charitable contributions. Individuals and
businesses making contributions to charity should keep in mind
several important tax law provisions that have taken effect in
recent years. Some of these changes include the following:

Special Charitable Contributions for Certain IRA Owners

This provision, currently scheduled to expire at the end of
2011, offers older owners of IRAs a different way to give to
charity. An ...

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Help Tax Season to Become Less Taxing – for Others

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