Blog

This is the time of the year when many employers give deserving employees a reward for a job well done, or acknowledge a good working record. Here’s what you need to know when you’re giving this holiday season. Read More

Social Security has updated their wage base for 2018. Click here to see the specifics. Read More

As a friendly reminder, employers and other businesses must file their wage statements (Form W2 and Form W3) and independent contractor forms (1099s) with the government on or before January 31, 2018. Here’s some hints to help you prepare. Read More

As the year draws to a close, now is an excellent time to review your current tax planning strategies to ensure they are still meeting your needs and to develop plans for 2018. It is also a good time to take advantage of last-minute planning opportunities that

With home mortgage interest rates projected to increase, we are seeing a number of clients refinancing their home, many of which have their home titled in the name of their trust. Here’s some information you may find helpful: Read More

Small business employers have seen many changes over the last couple of years with health care reform. New legislation (21st Century Cures Act) provides an exception from group health insurance plan requirements for qualified small employer health reimbursement arrangements. Read More

One of the provisions of the Protecting Americans From Tax Hikes (PATH) Act of 2015, was to start phasing out bonus depreciation after 2017. Here are some of the things you should know. Read More

Due to slow revenue growth for 2017, many states are looking to online retailers to determine state nexus, which in turn could result in requiring online retailers to collect and remit sales tax. Read More

Recent legislation now requires the Secretary of State to deny a passport or renewal to seriously delinquent taxpayers. Read More

In our commitment to continually improve the security of your information we will be working with SmartVault in the coming months to make updates to your online client portal. Read More