by paulagooch | Jun 6, 2023 | Silver Advantage Alerts, Tax Planning and Consulting
By Judy Mason, CPA, CVA – Partner and Marco Loza, CPA – Manager As we approach the midpoint of the year 2023, it is the perfect time to assess your tax situation and explore strategies to optimize your financial position. Midyear tax planning enables individuals and...
by paulagooch | Aug 8, 2022 | Silver Advantage Alerts, Tax Planning and Consulting
By Judy Mason, CPA, CVA – Partner and Marco Loza, CPA – Manager With Summer well underway, you may have hit the pause button on thinking about your taxes. Yet the half-year mark is a critical time to hit resume and spend some time thinking about next year’s filing...
