RSVP for our Annual S&S Dental Clients Seminar on November 2

Join us for lively topics that focus on helping you improve your financial well-being. Sessions include: The Ins & Outs of Basic Financial Planning What You Need to Know About the Recent Tax Law Changes How to Increase Your Practice’s Top Line Retirement...

2017 and 2018 Tax Facts

For 2017, the standard deduction for a single individual is $6,350 and for a married couple is $12,700. A person will benefit by itemizing once allowable deductions exceed the applicable standard deduction. Itemized deductions include state and local income taxes (or...

Tax and Financial Planning Calendar for September 2018

Month Income Taxes Saving and Investing SEPTEMBER 3rd qtr estimates due 9/17/18 Corporate and Partnership tax returns on extension are due 9/17/18 SIMPLE/IRAs and Safe-Harbor 401k’s need to be set up by 10/1 Back to school – Read the monthly blog posted by...