Your Financial Future
CPA² is a turnkey program that integrates access to wealth management services into your CPA practice. Our proven model can help you strengthen your current client relationships as well as develop new ones. Integrating access to comprehensive wealth management services will empower you to exceed client expectations and position your firm to outpace the competition. For more information, please call us.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here's a breakdown of how the federal government spends your tax money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A quick look at how federal income taxes work.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What does the Tax Reform and Jobs Act mean for you?
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Learn more about taxes, tax-favored investing, and tax strategies.