Planning

Tax Filing References Available

Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone?  TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements.  Check it out […]

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No Fooling

Happy April, Happy Holiday weekend, Happy Spring! Want to relay a an item of financial importance (no joke!) today for those who turned 70 between July 1, 1946 and June 30, 1947. Today, April 1st is the deadline for those who are 70 1/2 or older to start taking required minimum distributions (RMD’s) from their

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Tax Considerations for Individuals

We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term.  Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect.  Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new

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Planning for Interruptions

Wellbeing is a broad topic.   Consider this definition, “The state of being comfortable, healthy or happy.”  Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life.  When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact.  Each

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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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Business Inventory

This month, we’ve discussed taking inventory of things we own, use and have at home.  What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow.  How often do you take inventory or pay attention to what you use within

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Year-end Tips

This time of year affords us an opportunity to reflect upon the year.  What worked well this year?  What tweaks may we make for next year?  Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review.  Here are a few areas you may wish

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Prioritization

Our days are filled.  Time is a precious resource.  Busy does not equate to results.  Haven’t we all heard, seen and experienced this?  Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix.  Deadlines, quarterly

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It’s About How you Live

November, 2017 is National Hospice and Palliative Care Month.  “It’s About How you Live” is a theme used to describe the care provided by trained professionals.  Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences.  Palliative care is

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What is the “Estate Tax”?

Taxes are in the news of late.  There is one particular tax that gets a lot of press – the “estate tax”.  Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life.  Taxes come

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