Tax Preparation and Financial Planning from a "Tax Smart Perspective."
Newsletters
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.