Tag: Tax Planning Season

It’s Friday and the start of Memorial Day Weekend – Reminder that although this weekend may be the unofficial start of the summer for many of us, however, it‘s significance is actually in remembrance and thanks to our brave soldiers and war heroes: Thank You for Your Service!   You are very much appreciated and not forgotten.  Thanks to those who defend our country we are able to go about our lives,…  Read more

Congratulations to the new graduates 🎓and their families.  I’ve been hearing about the great trips up to school for celebrations and packing marathons.  I remember those days and how we helped empty the dorm rooms of all that “stuff”.   I am sure more trips and celebrations are planned for this weekend and the rest of May, enjoy! Some weeks and days the weather just doesn’t cooperate but it’s nice to…  Read more

I am just back from a much-needed vacation and elbow deep in work once more.  In our office we hold weekly huddles where we discuss ongoing tax planning projects, tax resolution work, and those ever-present upcoming deadlines. Just yesterday we worked up our 90 Day action plan which focused on completing all in-house business, trust and personal tax returns so we can file for refunds for our clients AND clear…  Read more