Annual Medicare Enrollment Information

The annual enrollment period (AEP) for Medicare starts October 15th and runs through December 7th. This is a good time to review coverage and make sure you have what is best for you. Maybe your health needs have changed. The AEP is the time to review that. If you are currently receiving Medicare or maybe

Updated Information on Meal & Entertainment

The IRS issued a clarification on the new meals and entertainment deduction under the Tax Cuts and Jobs Act (TCJA). Meals, including those provided with entertainment, are still deductible. The entertainment portion will NOT be deductible. I still don’t believe we have heard the end of this. This is something that has the potential to

Thinking about Retirement?

If you are getting to the point where retirement is on the horizon, there are many things to consider. There can also be some mistakes you don’t even realize you’re making. Great article from CNN Money on what those may be. Follow link to read article.

Tax Season Fast Approaching

As year end is getting closer, if you haven’t already done so, I would highly recommend that you contact your tax adviser to find out how the new tax law will affect you. Obviously not everyone’s tax situation is the same. However, if you have itemized in prior years and had over $10,000 in state