What a week it’s been!  We’ve had numerous questions stemming from Congress’s passage of the Tax Plan so this article attempts to identify the changes that affect the bulk of our clients.  Bear in mind that these changes, unless noted otherwise, are for the 2018 tax year.

There are only a few more weeks until the end of the year and, even though your plate is already overflowing, here are a few tax and financial items to take care of before the ball drops.

In July 2013, we attended a seminar put on by Blue Cross/Blue Shield of Vermont for small employers. Even so close to implementation deadlines, the answer to many of the questions remained “we don’t know yet”. As we near the first open enrollment period, we’ve compiled a list of resources to help you stay informed.

Every year, clients ask “How can I lower my tax liability?” One of the best ways is by taking advantage of something you’re already doing: charitable contributions.

First, make sure your charitable contributions are actually deductible. This can be done by checking with your tax advisor or by finding Schedule A attached to your tax return. Then, consider these tips...