For Individuals

You may find useful information about a variety of financial topics at www.360financialliteracy.org, a free public website provided by the American Institute of Certified Public Accountants.   You can also find helpful tax tips on their other website, www.360financialliteracy.org/Topics/Taxes.   For more information about any of the topics listed below, click on the topic name or contact our office.

• NEW: Tax Cuts and Jobs Act: Key Provisions Affecting Individuals
• Assisting Elderly Parents
• Income Taxes
• Homes and Autos
• Investments & Retirement Plans
• Insurance
• College and Tax Issues
• Estate Planning and Related Issues
• Planning for Retirement
• Debt Management
• Rental Property
• S Corporations and Partnerships
• Tax Planning
• Employee vs. Contractor
• Other Issues
• Consulting Services
• Reminders