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Archive for the ‘Individual Tax’ Category

November 11, 2022

Avoid a Tax “Oops!”

Tax season is right around the corner which means it is time to start thinking about getting your finances in order. There are many components to keep track of throughout the year that can easily…

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October 04, 2022

Hurricane Ian Florida Tax Relief

Hurricane Ian hit southwest Florida on Wednesday, September 28 as a powerful Category 4 hurricane. After tearing through the state causing disastrous flooding and leaving many homeless, Hurricane Ian has caused a major shift in…

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September 10, 2022

Ease the Burden on Your Beneficiaries

One of the least discussed, but most important, items to have available to your survivors is a binder or file that contains all your financial information. This includes accounts, insurance policies, deeds, titles and more,…

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