December 27, 2013
To help you make the most of the tax savings opportunities available to you, we're pleased to introduce our online Tax Planning Guide. It discusses key tax law changes and presents time-tested strategizes for minimizing your tax liabilities and achieving your financial goals.
Tax planning this year will be just as challenging as last year and it seems there is no end in sight. This guide will be updated as tax laws change in the coming months.
We invite you to look through our guide and see which strategies might benefit you. Then let us know how we can help you put them to work to minimize your taxes for this year- and beyond.
To view the guide, just click on the Web Tax Guide button.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: