Articles & Advice

read our blog

Expanded Qualified Opportunity Zone (QOZ) Program Presents New Tax-Saving Opportunities

Congress has renewed and expanded the Qualified Opportunity Zone (QOZ) program, creating significant new opportunities for investors seeking to...
Calculating corporate estimated tax

Calculating corporate estimated tax

The next quarterly estimated tax payment deadline is June 15 for individuals and businesses so it’s a good time to review the rules for computing...

Is it a good time for a Roth conversion?

Is it a good time for a Roth conversion?

The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, this decline...

Have a Question You Need Answered?
Schedule an Appointment Today!