Cyber Fraud

Threats to Data Security Intensify every hour, technology continues to evolve, changing the way we lead our lives. Unfortunately, cyber criminals are evolving just as fast, developing new ways to separate people from their assets. While the most common tactics used to...

Charitable Giving & Tax Planning

There are many ways to share your wealth. Following IRS rules can even give you a nice reduction in your annual tax bill. Tax planning allows you to give more to your favorite charity and maximize tax deductions. Cash/Check donations – always remember to keep...

Eduation Savings

“Back-To-School” is a good time of the year to think about saving for your children’s and grandchildren’s education.  There are several types of education accounts that you can choose from. We can help you plan education savings that may be right for you! Here are...

The Cost of Doing Your Own Taxes

Doing your own taxes is frustrating: finding the forms, deciphering the instructions, finding your paperwork, doing the math, figuring out what needs to be attached, worrying about a tax audit.    What you may not realize is that doing your own taxes also costs you...