Tax Planning

enough withheld

Am I Having Enough Withheld?

Your objective should be to have just enough taxes withheld to prevent you from incurring penalties when your tax return is due.

gift and estate tax

Gift and Estate Taxes

If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax.

business planning

Starting or Buying a Business

The success or failure of your business may depend on your initial planning, but how do you plan and what do you plan for?

Merging Your Money When You Marry

Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges like you and your spouse will have to face is how to merge your finances

smaller tax refund

Planning for a Smaller Tax Refund

You may be wondering why the average refund has increased, yet the size of your refund may be smaller. Let’s explore why this could be the case.

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!