by angieduran | May 28, 2026 | Uncategorized
Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive information or sending money. The IRS warns taxpayers to remain cautious because...
by angieduran | May 14, 2026 | Uncategorized
Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for tax purposes may be more complicated than you expect. Before moving,...
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...
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