Broker Check

Client Newsletters

This section contains timely articles that address the latest tax, financial and business issues that apply to the average taxpayer. Our newsletters provide valuable information and useful tips to help you understand tax laws and be prepared for changes. These newsletters are updated quarterly. If you have additional questions pertaining to any of the information included in the newsletters, you are encouraged to contact this office.

You may also wish to visit the "Smart Decisions" section of this website for access to a substantial library of articles dealing with taxes and finances of just about every aspect of everyday life.

Tax Central – Tax Planning Strategies

The purpose of these newsletters is to provide current information on tax, financial and business developments. It suggests general tax planning ideas that may only be appropriate when claiming tax benefits in a manner consistent with the statutes and Congressional purpose. The information and opinions are generalizations and may not apply to all taxpayers and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Therefore, it is important that you seek appropriate advice before implementing any of the ideas suggested.