by Gabby Miller | Mar 2, 2022 | Individuals, News, Newsletter, Taxes, Uncategorized
While not all mistakes on tax returns cause delays in refunds, as the April 18 deadline approaches, taxpayers are advised to steer clear of the common tax return errors listed below to ensure a timely refund. Not Using Electronic Filing While this isn’t...
by Gabby Miller | Mar 2, 2022 | Individuals, News, Newsletter, Taxes
Many taxpayers opt for the standard deduction, but sometimes itemizing your deductions is the better choice – often resulting in a lower tax bill. Whether you bought a house, refinanced your current home, or had extensive gambling losses, you may be able to take...
by Gabby Miller | Feb 24, 2022 | News, Newsletter, Past, Webinars
Objective. This event will help executives understand the transition process. What drivers increase or decrease value? Does private equity play a role? What is a common timeline? What steps are needed before taking your company to an investment banker or broker?...
by Gabby Miller | Feb 7, 2022 | Individuals, News, Newsletter, Taxes
Everyone wants to save money on their taxes, and retirees and older adults are no exception. If you’re 50 or older, here are six tax tips that could help you do just that. 1. Standard Deduction for Seniors If you and your spouse are 65 years old or older and you...
by Gabby Miller | Feb 3, 2022 | Individuals, News, Newsletter, Taxes
When COVID-19 struck, many employers quickly switched to a work-from-home model for their employees. Many of them began working in a state other than where their office was located. While some workers have returned to their offices, as the pandemic drags on, more...
by Gabby Miller | Feb 2, 2022 | Business, News, Newsletter
If you’re conscientious about financial reporting, you may already have a sense of your company’s worth, but in some instances, you might need a formal business valuation, such as: Certain transactions: Are you selling your business? Planning an IPO? Need...
