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Year-End Giving

As the holiday season and end of the year approach, many think about meaningful ways to give. While the primary purpose of giving is to provide support to charities and those in need, there are also some significant tax benefits. Here are a few strategies to consider as you think … Continued

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Perspectives 2020/2021

Check out our Year-End Booklet, Perspectives! Click to view.

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7 Questions to Ask Your Accountant This Tax Season

The term “tax season” might make you think about the dreaded task of collecting W-2s, 1099s, donation receipts, mortgage interest statements, and other documents needed to complete your tax return. Tax season certainly involves all of that. It also can be a great opportunity to work with your accountant to … Continued

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Important Changes to 2021 IRS Deadlines

Earlier in March, the IRS announced a 2020 federal income tax filing deadline extension for individuals to May 17, 2021. Some states, including Maine and South Carolina, also extended their 2020 individual income tax deadline to May 17, 2021. It is important to note that the IRS did not extend … Continued

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How to Approach the Proposed Tax Changes

It is hard to believe that the days are already growing shorter. Before we know it, the end of the year will be upon us. This means tax planning season is just around the corner. At present, there is much uncertainty surrounding the upcoming tax season. Earlier this year the … Continued

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8 Items to Consider Prior to Year-End

With the holiday season and end of year almost upon us, many are finding their “to-do” list is quickly growing.  Here are 8 items we want to ensure are on your end-of-year checklist: Maximize your retirement contributions. If you are eligible to participate in a 401(k), 403(b), or 457 plan, … Continued

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