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We are a full-service accounting firm dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Purchasing homeowners insurance is critical for protecting your home.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Bonds may outperform stocks one year only to have stocks rebound the next.
What kind of auto insurance should you have? Do you know?
For many, retirement includes contributing their time and talents to an organization in need.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.