When Should I Start Thinking About Creating A Will? By Sarah Siedentopf   A Last Will and Testament is an incredibly important document, in that it ensures your wishes are carried out after your death.  For many people, the process of creating a will may seem daunting, or, some may be confused about the appropriate…

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  Tax Deductions Which Can Free Up More Money For Golf By Allan Duncan Tax season is almost upon us, and our minds are on the green—both our money and how we can get another round of golf in. There are still some tax breaks available that directly relate to our sport, as well as…

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If you haven’t done so already, it’s time to get ready to file your taxes. Whether you use a tax professional or prepare your taxes yourself, the first step is to get organized and a tax preparation checklist can help you do that. Here are some tips to help you get started.   Collect your…

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We always get a lot of questions about receiving 1099’s on accounts. Most 1099’s will be available online Jan 17th through Feb 12th, and after that a correction cycle happens every two weeks. Please expect that mailed copies will be five to seven business days after it is posted online. You can login to the…

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  For many married couples, filing jointly is a good idea, but there are exceptions.   Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.1   Years ago, there was less incentive to…

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