Mountain Climber in snow

This special edition newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on: Investing for the Long Term QTIP Trusts Still Offer Advantages Put Cadillac Health Plans on Your Road Map Tax Calendar CPA Client Newsletter December 2015 TRS CPA Group CPA  Click to…

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Today we’re sharing some info from our friends at Habitat for Humanity of Wicomico County Minimize tax payments and maximize the impact of charitable dollars Oliver Waters, President of the Board of Directors of Wicomico Habitat, announced today that Community Investment Tax Credits were available for donations of $500 or more to support Habitat’s efforts…

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This special edition newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on: Will the Third Shoe Drop? Year-End Investment Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Charitable Tax Planning Year-End Business Tax Planning Year-End Estate Tax Planning Tax Calendar CPA Client Newsletter…

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Family

As we begin year end planning, it is a crucial time to review how you are handling the health care reforms contained in the Affordable Care Act. If you employ 50 or more full time and/or full time equivalent (FTE) employees, you may be subject to penalties and reporting requirements for 2015 and/or 2016. If…

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