Day 4 – Favorite Holiday Recipe

Even accountants get hungry and we sure love treats around the holidays! A recent survey found the most popular holiday cookie to be Peanut Butter Blossoms. What’s not to like?…

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Day 2 – Batch Your Itemized Deductions

The goal of batching is to position yourself so that you will have deductions greater than the standard deduction one year, with the following year being a standard deduction. Click…

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Plan Now, Save Later! (Part 2)

By Andy Johnson, CPA, Principal Welcome back for Part Two! In Part 1, we discussed the strategy of Batching Your Itemized Deductions (click here to read Part 1), and we…

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Plan Now, Save Later! (Part 1)

If you project that your total itemizable deductions for 2019 will be close to exceeding your applicable standard deduction amount, you should consider batching.

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