Category Archives: Uncategorized

Reminder: deadline for partnerships (Form 1065) and S Corporations (Form 1120S) is March 15.

Good strategy for grandparents to use for 529 plans: http://ow.ly/gPEu30idqTU

If you’re in your 50s/60s, make sure to address these issues when planning for retirement: http://ow.ly/5GzG30i1orx

On #EITCAwarenessDay, help #IRS put money in the pockets of working Americans who are eligible. http://thndr.me/7qYUfl

Dentists – Visit our booth #1031 at Yankee Dental Congress this week. We’ve got free chocolates!

Tax season is approaching – make sure to schedule your tax prep meetings soon! http://ow.ly/JqzP30hRoGq

Go Patriots!

Jan. Action Step: Put $10 away each week in a separate savings account. Set up auto transfer to help stay on track or put a reminder in your phone on the same day each week to do it.

Do you know which is better for you now that the tax laws changed — a Roth IRA, Roth 401(k), or a traditional IRA or 401(k)? http://ow.ly/heIF30hRjqZ

Interesting analysis on the savings of having one less child: http://ow.ly/ZPsq30hQkvl