Oct 16, 2017 | Accounting, News
Alicia James, CPA Alicia moved to Lakeland to get her degree at Florida Southern College. After graduating, she decided to call Lakeland home. She spent over 10 years working for a national CPA firm in their tax practice where she gained exposure to companies...
Jan 8, 2015 | Accounting, Investments, Savings, Tips, Uncategorized, Wealth Management
via Kiplinger Child-Care Credit by Kevin McCormally A credit is so much better than a deduction; it reduces your tax bill dollar for dollar. So missing one is even more painful than missing a deduction that simply reduces the amount of income that’s subject to...
Dec 12, 2014 | Accounting, Investments, News, Tips, Uncategorized, Wealth Management
2015 Tax Law Changes You Need to Know By Kristin Shaw, Go Banking Rates Spoiler alert: The Affordable Care Act is the granddaddy of tax law changes this year. In fact, it’s the largest single change to the tax code in 20 years. It’s a complex one to dig into, so let’s...
Sep 10, 2014 | Accounting, Investments, Savings, Tips, Wealth Management
If at all possible, it’s best to avoid early withdrawals from your 401(k). Doing so risks delaying retirement, loss of potential investment growth, or significant reductions in funds available upon retirement. For many families, however, financial hardships leave very...
