Blog

Social Security New Rules

Social Security New Rules There has been a popular Social Security strategy that allows a client, upon reaching full retirement age, to file for Social Security retirement benefits, then immediately suspend them. Because benefits have been filed, the client’s spouse is permitted to request spousal benefits upon reaching eligible claiming age. And because the benefits […]

2015 Tax Planning

2015 Tax Planning Kevin ShawShaw & Associates, CPA I know it is hard to believe but 2015 is rapidly coming to a close. This is the time of the year that many of my clients are setting appointments to get a better idea of what their projected tax burden for 2015 is going to be […]

KRFC Radio Tax Tips

I have partnered with KRFC 88.9 public radio to do a series of tax related episodes on Money Matters: Investing In Your Financial Future for the next few weeks. As the episodes air over the next few weeks, we will post them here for our clients and friends to listen to (in case you miss […]

Realities for Children- Toy & Winter Gear Drive

Realities for Children is needing help to collect winter gear & new toys for local children who have been abused, neglected or are at-risk.  New toys that are needed: Books Games Puzzles Sporting Goods Dolls Learning tools Stuffed animals etc. Winter gear that is needed: Hats Scarves Gloves Jackets Boots etc. The drive is going […]

Retirement Plans

Retirement plans are valuable tools that can provide tax benefits to both business owners and employees. If your company has a retirement plan, you should review it at least annually with your tax and financial advisors to make sure that it is still a good fit for the company and that it is still accomplishing […]

Thank You, and Don’t Keep Us A Secret

Now that tax season is behind us I want to take a moment to thank all of our clients for allowing us to continue to be their tax and financial advisor. We understand that it is very important that you have an advisor that you can trust and whose primary concern is for your financial […]