Paul Jacobs reminds taxpayers that an extension to file your return does not mean an extension to pay any tax due.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Melinda Kibler in WorkLife
Melinda Kibler emphasizes the importance of establishing a basic financial plan.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo explains why early 401(k) withdrawals are almost always a terrible idea.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller warns Americans considering moving abroad to be careful in handling their tax situations.
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Melinda Kibler in Zing! by Quicken Loans
Melinda Kibler advises first-time homeowners to pay attention to potential tax breaks.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo suggests reasons to start your estate plan in your 20s.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller reminds retirement savers to roll over retirement accounts rather than cashing them out prematurely.
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Melinda Kibler in DealNews
Melinda Kibler urges taxpayers who recently sold a home not to overlook (or underdocument) potential tax breaks.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs encourages couples to communicate and fully explore their options when shifting from two incomes to one.
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Ben Sullivan in the Yonkers Tribune
Ben Sullivan alerts taxpayers that they can still take action to reduce their 2016 taxes.
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