by Rebekah Ellis | Mar 2, 2018 | Articles
When should you take your social security benefit?
by Rebekah Ellis | Feb 16, 2018 | Articles
No one wants to see an Internal Revenue Service (IRS) auditor show up at his or her door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return...
by Rebekah Ellis | Feb 2, 2018 | Articles
One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.¹ If you have yet to develop a retirement plan for your business, or if you’re not sure the plan...
by Rebekah Ellis | Jan 26, 2018 | Articles
The enactment of the Tax Cuts and Jobs Act represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1 For millions of Americans and businesses it means an altered financial and investment landscape with new opportunities and challenges in the...
