Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.