CELEBRATING OVER SIXTY FIVE YEARS

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News & Helpful Tips

If you’re considering opening an investment account for your minor child or grandchild to help him or her save for

At back-to-school time, much of the focus is on the students returning to the classroom — and on their parents

If you’re charitably inclined, making donations is probably one of your key year-end tax planning strategies. But if you typically

Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the

If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on

If you invest, whether you’re considered an investor or a trader can have a significant impact on your tax bill.

If you recently redeemed frequent flyer miles to treat the family to a fun summer vacation or to take your

Many expenses that may qualify as miscellaneous itemized deductions are deductible only to the extent they exceed, in aggregate, 2%

If you go on a business trip within the United States and tack on some vacation days, you can deduct

For anyone who takes a spin at roulette, cries out “Bingo!” or engages in other wagering activities, it’s important to

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you

Last year a break valued by many charitably inclined retirees was made permanent: the charitable IRA rollover. If you’re age

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through 2016 by the Protecting Americans

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found

Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also

As the school year draws to a close and the days lengthen, you may be one of the many homeowners

Many businesses host a picnic for employees in the summer. It’s a fun activity for your staff and you may

With health care costs continuing to climb, tax-friendly ways to pay for these expenses are more attractive than ever. Health

Are you thinking about turning a business trip into a family vacation this summer? This can be a great way

Stock market volatility can cut tax on a Roth IRA conversion This year’s stock market volatility can be unnerving, but

It seems like a simple question: How many full-time workers does your business employ? But, when it comes to the

Although the kids might still be in school for a few more weeks, summer day camp is rapidly approaching for

By investing in qualified small business (QSB) stock, you can diversify your portfolio and enjoy two valuable tax benefits: 1.

It’s not unusual for the IRS to conduct audits of qualified employee benefit plans, including 401(k)s. Plan sponsors are expected

Now that the April 18 income tax filing deadline has passed, it may be tempting to set aside any thought