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Monthly Archives: December 2025
Happy New Year!
Happy New Year! Wishing you and your family a Happy New Year! NOTE: Our office will be closing at 2 PM on Wednesday and will reopen at 9 AM on Monday January 5th. Questions or Comments? You can add comments on … Continue reading
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2025 Last Minute Year End Tax Strategies for your Stock Portfolio
Your stock market portfolio can represent a little gold mine of opportunities to reduce your 2025 income taxes when you take advantage of the tax code’s offset game. The tax code contains the basic rules for this game, and once you … Continue reading
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Employee Spotlight: Welcome Janet Carlson!
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