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TAX & FINANCIAL INSIGHTS BLOG

January 24, 2025

Tax Time Reminders: What do I need to bring in?

Learn more about the list of items most commonly needed to prepare a standard individual tax return.
November 22, 2024

Year End Tax Planning 2024

Robert Roper, Senior Tax Manager gives advice for year end 2024 planning.
November 22, 2024

Updated: Small Businesses no longer required to file new government report by January 1, 2025 but should still be prepared to

Kroon & Mitchell received this update from the MICPA (Michigan CPA organization) for the filing for Corporate Transparency Act. Small business owners are no longer required […]
September 16, 2024

Taxes 101 for real estate agents

As a real estate agent, you’re more than just a salesperson—you’re also a small business owner. This means you face some unique tax challenges.  From self-employment […]
September 5, 2024

Reminder of tax filings and payments due in September and October

Robert Roper, Senior Tax Manager gives reminders and advice for year end 2024 planning.
November 16, 2023

Year End Tax Planning

Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023

How the Secure Act can be an Investment Strategy

Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023

Michigan individual and business income tax updates for 2023

Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022

2022 year end tax and investment planning considerations

Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022

What is the difference between a Financial Advisor and a Financial Planner?

Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
May 2, 2018
Divorce advice from expert Kathey Batey

The Perfect Storm – Divorce, Emotions & Finances

Divorce is the perfect storm when major unpredictable factors merge together to become a force to be reckoned with. There are the legal, financial, emotional and spiritual areas that can be frightening and make you feel like you are losing control. Even true for those who have captained the seas of life for a long time. Because at any time the winds can change, the unknown forces can lead you to shipwreck your life.