Taxes

It is officially that time of year – gift shopping, finalizing holiday travels, and most importantly: optimizing your financial plan. While there’s never a bad time for financial planning, many [...]

Unbelievably, we are more than halfway through 2021! As life emerges from the pandemic to a “new normal,” (and we are not sure like everyone else on what the “new normal” will be), a [...]

The American Institute of CPAs recently provided thoughts to employers and employees on the implications of remote working and tax implications that need to be thought about. We wanted to share [...]

Happy New Year!  As we begin a new year, we wanted to take the opportunity to remind individuals, families and business owners of the updated 2020 contribution limits for tax-advantaged [...]

As this year is ending, now is the time to take a closer look at your company’s current tax strategies to make sure they are still meeting your needs and take any last-minute steps that could [...]

As this year is ending, now is the time to take a closer look at your current tax strategies to make sure they are still meeting your needs and take any last-minute steps that could save you [...]

The IRS recently released the top 12 tax scams, something they do every year. Even though tax filing season ended in April and most people do not think about taxes again for the rest of year, tax [...]

FOR IMMEDIATE RELEASE Contacts: Edward P. Schmitzer, CPA/PFS, CFP® River Capital Advisors, L.C. 904-398-2075 bmiller@sdnllp.com Tax Time is the Right Time for Americans to Plan for Their Future [...]

Cost basis won’t tell you how much money you’ve made, but it will give you the information you need to file your taxes.   Some investors believe that you can measure a specific investment’s [...]

Our March 2017 blog posting (Health Savings Accounts) talked about the tax and financial benefits of using Health Savings Accounts, especially when an individual can allow the contributions to [...]