High-Income Earner? Tips to Optimize Your 2020 Tax Return

Tax Day may have been extended until May 17, 2021 for individuals—but the traditional April 15 deadline still holds for most business owners. In the spirit of optimizing your tax returns whenever they’re due, we’ve put together some tips and reminders that high income earners often forget about.  Need a quick overview of these tax [...]

By |2021-04-08T21:55:25+00:00March 31st, 2021|Blog|0 Comments

10 Least Tax-Friendly States for Retirees 2016

Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad are the property taxes--and how generous are the property-tax breaks for seniors? Are Social Security benefits taxed? What about other forms of retirement income--including IRAs and pensions? Does the state impose its own estate tax [...]

By |2018-10-15T17:53:39+00:00July 10th, 2017|Resources|0 Comments