Retirement Roadblocks For Baby Boomers
Baby Boomers, born between 1946 and 1964, have had a huge impact on American culture and society, and that continues as they head into retirement. If you or a loved one is a member of this [...]
Year-End Tax Planning – Part III
By Steve Barlotta, CPA In the last part of your year-end tax planning letter, we will focus on some tax-planning strategies that were not covered in our first two articles. I know most of you are [...]
Year-End Tax Planning – Part II
By Steve Barlotta, CPA Part II of our year-end tax planning letter will focus on small business owners. The good news is there’s still time to implement some strategies in the next few [...]
Year-End Tax Planning – Part I
By Steve Barlotta, CPA Well, it’s that time once again. With December upon us, it’s a good idea to look into some last minute tax-savings strategies. Part I of our year-end tax [...]
