David Walters identifies the best reason to hire a tax professional, no matter what your situation.
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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:
ReKeithen Miller in U.S. News & World Report
ReKeithen Miller explains why it’s essential to monitor the investments in your 401(k).
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Anthony Criscuolo and Rebecca Pavese in The Street
Anthony Criscuolo and Rebecca Pavese remind taxpayers to double-check common deductions and to update withholdings for next year if necessary.
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Thomas Walsh in GoBankingRates
Thomas Walsh urges single-income families not to miss out on retirement-related tax benefits.
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Eric Meermann in Newsday
Eric Meermann weighs in on smart ways to use your tax refund.
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Laurie Samay in The Street
Laurie Samay warns taxpayers to be careful when establishing a new domicile in a lower tax state.
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Ben Sullivan in Money
Ben Sullivan explains why term life insurance is a smart choice for many younger adults.
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Ben Sullivan in Financial Planning
Ben Sullivan suggests careful planning and documentation for advisers helping clients move to a lower-tax state.
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Laurie Samay in Deseret News
Laurie Samay reminds taxpayers who itemize deductions not to forget deductions related to state tax payments.
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Anthony Criscuolo and Melinda Kibler in The Street
Anthony Criscuolo and Melinda Kibler walk savers through the steps of building a sufficient emergency fund.
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