Blog

A Look Into the Deep, Dark Web

As we continue on with the IRS Tax Security Awareness Week, today we are going to provide an overview of what the Dark Web is and how it is being used. The Dark Web is where the majority of personal information is being obtained, purchased, and sold. The internet has three “types” of websites known […]

Tax Security Awareness Week at the IRS – Dec. 3 – 7, 2018

With the holiday shopping season in full swing, the Internal Revenue Service and Security Summit partners warn taxpayers to take extra steps to protect their tax and financial data from identity thieves. The holidays offer cybercriminals a chance to steal financial account information, Social Security numbers, credit card information and other sensitive data to help […]

Did you know the Tues after Thanksgiving is called “Giving Tuesday”?

Yes, this day is an annual event celebrated the week after Thanksgiving to kick off the season of charitable giving. We are proud to help our Fox Valley Community through donating to the following: Neenah Animal Shelter   – https://www.facebook.com/events/240207573340239/ Unforgettable Underdogs  – https://www.facebook.com/donate/328094054446020/ Saving Paws Animal Rescue – https://www.facebook.com/donate/2130272100567430/10155448896016377/ Yes, the donations you gave on “Giving […]

Community Events in Appleton this week. Enjoy!

As we celebrate Thanksgiving and the official start to the Christmas Holiday Season, we have listed some upcoming events this week. Tuesday: Appleton Christmas Parade! The largest nighttime parade in the Midwest with approximately 80,000 people attending! The Parade will begin at 7:00 p.m. at the corner of State St. and College Ave. It will head […]

Don’t Forget Your RMD’s!

Before all the excitement, chaos, and family drama of the Holiday Season gets underway, be sure to double check your finances and if you are age 70 ½ years-old or more, Congratulations! You’ve hit a big milestone in your life. Although this one, may be unexpected if you didn’t prepare. Either way, the IRS will […]

We Moved ~ New Sign is Up!

We outgrew our office space! Yes, if you have been by our office recently, you’d have to agree – space was a premium! We have moved to a larger office space (not too far away) down the road on W. College Ave to S. Casaloma Drive (across from Office Max). Our new address is 213 […]

Tax reform brings changes to real estate rehabilitation tax credit

Rehabilitation Tax Credit: The rehabilitation tax credit offers an incentive for owners to renovate and restore old or historic buildings. Tax reform legislation passed in December 2017 changed when the credit is claimed and provides a transition rule: The credit is 20 percent of the taxpayer’s qualifying costs for rehabilitating a building. The credit doesn’t […]

Final Notice: Tax Extensions Coming Due

2017 Tax Extensions are coming Due! Business Returns Due September 17, 2018 Individual Returns Due October 15, 2018 Note:  In order for tax returns to be complete by the due dates above, information must be received by our office no later than these dates: Business Returns – September 7, 2018 Individual Returns – October 5, […]

Real Estate Professionals: Like-Kind Exchanges & Rehabilitation Credit

1031 Like-Kind Exchanges Applies to Only Real Property: Like-kind exchanges are the exchange of real property used for business or held as an investment solely for other business or investment property that is the same type or “like-kind”. This has long been permitted under the Internal Revenue Code for all business property such as real […]

Tax Reform & Your 2018 Tax Return

Wondering how the new Tax Law will impact your tax return? Over the next week, we will be sending our 2017 clients a letter of the specific items that were reported on their 2017 tax return that, if reported in 2018, may be impacted for 2018 by Tax Cuts and Jobs Act.  This is just […]