BLOG - February 2017

How to save money for kids

Saving Cash for your Toddler

If you’re a parent or grandparent wondering where to put cash gifts for your kids or grandkids, read on! In this post I’m going to talk about the most common types of accounts used for saving for kids. 529 Plans When many people think of saving for a child, the first thing that comes to mind is the high cost of their future education.  Opening a 529 plan for your child or grandchild is a

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When do I Need a CPA

When Do I Need a CPA?

In this post I’m going to talk about some of the most common cases where I usually suggest that my clients seek the guidance of a qualified CPA to prepare their taxes. You Recently Sold a Residence Your taxes for the year in which you sell a residence will be more complex than usual.  Although most people are aware that the gains on a sale of your primary residence can be tax-free up to $250k

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