April 17, 2013
This was more than your typical tax season. With a plethora of changes to the tax code and a late start brought about by 11th hour congressional decisions, it was an even more harried and intense process than usual. We appreciate the good working relationships with our clients that helped us keep moving to meet the April 15 deadline—thank you!
With tax season just now moving into the rearview mirror, it’s hard to believe that we’re already well into the second quarter of the year. It’s time to focus on financial strategies and planning to assure that you come in for a perfect landing at the end of 2013.
To do this, you need a trusted advisor—someone who stays engaged throughout the year and has the perspective, acumen and commitment to understand your financial complexities and management implications.
We’re here to make that journey with you. We’re all exhaling in the wake of the tax deadline, but let’s not allow meaningful time to get away from us before we reengage and give direction to business in the coming months.
Consider us your trusted advisor and advocate, and call us right away to consider your plan for the year.
Here’s wishing you a successful 2013!
Like a professional quarterback’s salary, throwing a Super Bowl party can be expensive. So how can you be sure—affordably—that your party is the one everybody will be talking about at work the next day? With these tips for some fun party perks that everyone will remember long after the play clock winds down.
Is your idea of a morning routine hitting the snooze button three times and then dragging yourself out of bed in just enough time to slide into work as the clock strikes 9:00 a.m.? You may get some extra sleep, but let’s be honest: A frantic race to work, whether at home or in the office, is probably not the best way to start off a productive day.
The IRS recently announced that the amount individuals can contribute to their 401(k) plans will increase in 2022. The tax agency has also announced other cost‑of‑living adjustments affecting dollar limitations for pension plans and retirement-related items for tax year 2022. Let’s look at some highlights.