News & Resources

Section 529 Plans: The Road to College Savings

One minute they’re toddlers learning to walk, and the next they’re crossing the stage at high school graduation! So the sooner you start saving for a child’s college education, the...

Lock In Estate Value: File Your Gift-Tax Return

In our last article, we identified situations when you are required to file a gift tax return. However, reasons exist for when filing a gift-tax return even though it’s not...

When must you file a Gift Tax Return?

As you get ready to file taxes for the current year, one question you may end up being asked is if you made or received any gifts in the current...

Taxpayer Identity Theft

As the 2015 tax filing season starts, the nation's fastest growing crime involves stealing taxpayer Social Security numbers to file for false refunds. Taxpayers who are unlucky enough to be...

Tax Return Due Dates: Changes Coming

The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, which was signed into law by the President on July 31st, 2015, may not have received as much...

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