November 28, 2017
2017 has been a frightful year of natural disaster—from Hurricanes Harvey and Irma to the California wild fires. All of this has left many asking the question: ”What is the best way to help?”
When natural disasters of this magnitude strike, they tend to bring out the chartable side of many people. For those looking for ways to help, we’ve compiled the following list.
Helping victims of disaster is in our nature, but it’s best to treat charitable giving like any other consumer decision—do your homework and think it through. If you have any questions, feel free to reach out to us!
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
As we close in on another year, we want to take the time to thank each and every one of our clients for your loyalty to not only our firm, but to our team of unique individuals. We like to believe that we are all more than just advisors and clients, but friends...some might even say family. So, from our crew to yours, we wish you and your entire staff and family a very healthy, safe and prosperous holiday season.