Check out Looking Ahead: Seven Investment Themes for 2026 where Bill Henderson, Chief Investment Officer, highlights the key themes shaping the investment landscape as we close 2025. With diversified asset classes boosting portfolios, AI investments driving growth, and evolving... on
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Planning for retirement can feel overwhelming, but having the right tools and guidance can make all the difference. Whether... Read More
What is SafeSend and how does it work? SafeSend is a user-friendly and highly secure technology solution that allows... Read More
For tax year 2021 only, the amount of the child and dependent care tax credit is significantly enhanced under... Read More
Virtual currency transactions are taxable by law just like transactions in any other property. The IRS is aware that... Read More
There are two credits available to help taxpayers offset the costs of higher education. The American opportunity tax credit (AOTC) and... Read More
Parents with young children, are faced with many rewards and challenges. One of which may be saving for the... Read More
You probably know that you can get an income tax deduction for a gift to a charity if you itemize... Read More
When will my return be complete? Can I count on a specific date? Our office prepares each tax return with... Read More
We have decided to reinstate mask requirements, as of Monday, August 16. For our safety and yours, please wear... Read More
Welcome Back! We are emerging stronger and our offices are reopening. All our office spaces are now available for... Read More