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Monthly Newsletter: TAX BITES

Tax Bites: New Tax Law... Touchdown or Fumble?

Kathleen S. Vaccaro, EA

January 30, 2018

By now, you should have received your 2017 tax organizer package. New this year are "client portals" if you would like a secure method to send and receive your documents electronically. You can access your portal and find other useful information on our new website.

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Tax Bites: Tis the Season for Gifts ... and Taxes

Kathleen S. Vaccaro, EA

December 20, 2017

It is very likely that a game-changing tax reform bill will be signed into law before year's end. In this season of gift-giving, our friends in Congress will be Santa for some and the Grinch for others. Which is it for you? We are going through the 1,000-plus page legislation this week to see what last-minute moves can be made before the end of this year.

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Tax Bites: Babies and Taxes... They all come due!

Kathleen S. Vaccaro, EA

March 16, 2017

First of all, a reminder that our "cut off" deadline is next Friday, March 17. That means if you want your tax returns to be filed by the IRS filing deadline of April 18, we need to have your materials in hand no later than St. Patty's Day.

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Tax Bites: No More (Tax) Hassles With Your Kids

Kathleen S. Vaccaro, EA

February 20, 2017

Some good news to share... and not just the Patriots victory! Brian Besse, CPA, has joined our tax team. He is new to us, but not new to tax and accounting. In fact, he spent the last 29 years as a manufacturing company CFO, as well as maintaining a small tax practice. Read more about Brian in our Team Spotlight near the end of this newsletter.

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Tax Bites: Confused About IRAs? Wait... We Need To Talk!

Kathleen S. Vaccaro, EA

January 20, 2017

We are busily preparing for the upcoming tax season. If you haven't already, you will soon receive your 2016 tax organizer in the mail. It's also a good time to call and schedule your tax appointment if you want to meet in person this year.

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Tax Bites: Selling Your Home... Jackpot or Pitfall?

Kathleen S. Vaccaro, EA

December 20, 2016

Welcome to the first (of many) issues of TAX BITES, our monthly newsletter designed to help you make smart tax decisions.

This month, we look at the tax implications of selling a home. Jackpot or pitfall? As with many things tax related, it depends! Read on for more.

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