by angieduran | May 11, 2026 | Uncategorized
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too little was withheld from their paychecks. A small difference is to be expected, but withholding that’s significantly off...
by angieduran | Apr 28, 2026 | Uncategorized
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also...
by angieduran | Apr 22, 2026 | Uncategorized
Whether you’re launching a new manufacturing company or you already own one, how that entity is structured can have a significant impact on taxes. So, choosing the right structure is important. And switching to a different structure may be a smart business decision as...
by angieduran | Apr 21, 2026 | Uncategorized
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help you not miss any, here’s when some key tax-related forms, payments and other actions are due. Keep in mind that this...
by angieduran | Apr 15, 2026 | Uncategorized
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help you stay organized and avoid issues later. Here are a few to-dos. Check your refund status If you’re...
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