Ben Sullivan warns tax filers not to forget to check for deductions that don’t apply every year.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
David Walters in The New York Times
David Walters urges taxpayers to review their withholdings in light of the new tax law.
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Anthony Criscuolo in Lifehacker
Anthony Criscuolo advocates honest discussion and formal agreement on terms for adults moving in with their parents.
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Ben Sullivan in The Street
Ben Sullivan recommends paying close attention to the details when evaluating a potential move to a lower tax state.
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Shomari Hearn in Physician’s Money Digest
Shomari Hearn suggests approaches for handling the possibility you will outlive your permanent life insurance.
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Paul Jacobs in Business News Daily
Paul Jacobs advises freelancers to make the most of their health insurance premiums at tax time.
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Melinda Kibler in GoBankingRates
Melinda Kibler lists some advantages of investing in real estate investment trusts.
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Melinda Kibler in The Street
Melinda Kibler encourages homeowners to remember to include (and document) various fees when determining their home’s basis.
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Eric Meermann in The Street
Eric Meermann points out the advantages of downsizing over taking out a reverse mortgage in retirement.
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Melinda Kibler in The Street
Melinda Kibler reminds taxpayers to remember charitable contributions, big or small, when preparing their tax returns.
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