Message to our Clients

Dear Client: Right now, your highest priority is the health of those you love and yourself. But if you have time to read about some non-medical but important matters related to the health crisis, here is a summary of IRS action already taken and federal tax legislation already enacted to ease tax compliance burdens and […]

Year End Tax Planning

Checklist of things to do before the end of 2018. There are many tax-saving steps that can be taken before the end of this year. Here is a list of the most important actions that should be taken no later than Dec. 31, 2018 to save taxes: … Realize losses on stock while substantially preserving […]

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David DennisCertified CPA