14 Dec 2017
December 14, 2017

6 Retirement Mistakes to Avoid

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Sadly, a large percentage of people — most notably, the baby-boom generation (1946-1964) — have made some monumental retirement mistakes. If they had come to us earlier, seeking retirement advice, we could have helped them avoid many classic retirement blunders. Here are six of them: Mistake 1. Failing to set aside enough money for retirement… read more →

14 Dec 2017
December 14, 2017

Bracket Changes and More From the IRS

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You haven’t even filed your 2017 taxes yet, but the IRS has already announced changes that will affect your 2018 taxes, which you’ll be filing in 2019. The changes were announced in Revenue Procedure 2017-58, which runs 28 pages, but below are some key points. How do these changes impact you? Give us a call,.. read more →

14 Dec 2017
December 14, 2017

Tax Reform – Where do we stand?

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By: Diana Teixeira, CPA, MST On December 2, 2017, the Senate approved a tax reform plan, which is now on the table next to the House’s tax reform plan. While the ideas of tax reform have come a long way, there are still many differences for Congress to work out. These differences are highlighted below:.. read more →

Our very own Director of Client Representation, Jim Rollinson Jr., CPA, MST, recently presented about IRS Controversy at HLB, our International Affiliate’s Annual Tax Conference in Jamaica. The presentation gave HLB member firms a look into the IRS’s present practice, which included practical advice on dealing with IRS controversy. For a copy of the slides.. read more →

14 Dec 2017
December 14, 2017

DHL&S Friends & Family

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A warm welcome to Joseph Parent who has joined our Firm as an Audit Staff. Our Firm’s 2017 Thanksgiving Food Drive raised 400 pounds of food and numerous gift cards to donate to Spooner House’s Thanksgiving Basket Food Drive. read more →

14 Dec 2017
December 14, 2017

What Does It Mean to Be a Fiduciary?

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Long-debated rules were supposed to go into effect to require your financial advisor to act in your best interests when advising you on your 401(k) and individual retirement account. However, the current administration has delayed the rules’ implementation, and their future is uncertain. Meanwhile, however, every investor should know what certain changes could mean. A.. read more →