Yearly Archives: 2015

Taxpayers are in luck, now that Congress has renewed a number of important tax breaks that affect both individuals and businesses. To fill you in, we’ve put together a list of some of the tax breaks in question.

The Protecting Americans Against Tax Hikes (PATH) Act of 2015 made many of the former so called ‘tax extenders” permanent and extended others a few more years.

Trusts can be a tricky business, and most tax practitioners at one point or another are tasked with advising clients who are either using a trust or interested in establishing one. Not familiar with the ins and outs of trust terminology, creation, or strategic planning? We’ve got you covered. Read our latest blog post to learn more.

Discover the benefits to fulfilling your CPE requirements with the use of a webinar.

Just before midnight on December 15th, 2015, Congress posted the “Protecting Americans from Tax Hikes Act of 2015” legislation.

Retaining existing clients and recruiting new clients are driving factors when it comes to maintaining and growing your business. Since both of these factors rely on quality communication regarding the services and products your firm provides, we’ve put together a few tips for creating an effective marketing plan that won’t break the company budget.

Congress’s Bipartisan Budget Act was enacted in November. As a result, two strategies for Social Security planning are no longer options for retirees. As a tax professional, here is what you need to know.

The end of the year has arrived, and April is only a few months away. As tax season approaches, getting the low-down on 2015 tax changes is crucial. Check out our latest blog post to learn more about specific tax updates that will affect how your clients prepare for the 2016 tax season.

With the holidays rapidly approaching, it’s time for wrapping up year-end finances and charting a financial plan for the new year. Read our latest blog post to prepare for client questions and New Year’s financial resolutions that might come your way this holiday season!

While studies show that divorce rates are steadily declining in the United States, research reflects that almost half of all marriages in the U.S. still end in annulment or divorce. To help your clients avoid divorce-related financial pitfalls, take a look at our latest blog.