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Tag Archives: tax planning

Year-End Tax Planning Amid Economic Uncertainty by Tony Gutierrez, CPA


Posted on November 29, 2022 by Anthony Gutierrez

Once again, year-end tax planning is complicated by an uncertain economic landscape. Despite a year of strong job growth and consumer spending, persistent inflation, rising interest rates and market volatility have stoked fears of an impending recession. On the political front, the November mid-term elections have left the country with a divided Congress that will […]

What To Do After Filing Your Tax Returns by Tomoko Shoji, CPA/PFS, CFP


Posted on May 10, 2022 by Tomoko Shoji

Congratulations! You filed your tax return (or requested a filing extension) and paid your tax liabilities by the April deadline. However, there are circumstances for which you may need to amend your return and/or attempt to reduce your tax liabilities for the current year. Following are some tips to keep in mind after filing your […]