TAX & FINANCIAL INSIGHTS BLOG
November 22, 2024
Robert Roper, Senior Tax Manager gives advice for year end 2024 planning.
November 22, 2024
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
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
Robert Roper, Senior Tax Manager gives reminders and advice for year end 2024 planning.
November 16, 2023
Robert Roper, Senior Tax Manager gives advice for year end 2023 planning.
September 5, 2023
Josh Bilisko, Investment Analyst shares key insights about the latest iteration of the Secure Act
June 8, 2023
Senior Tax Manager, Robert Roper talks 2023 tax planning.
December 14, 2022
Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022
Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021
What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
June 2, 2017
1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
June 20, 2017
WZZM interviewed our own Phil Mitchell on their "Money Day". Click to hear tips from Phil about saving for retirement.
July 31, 2017
Curious about how changes to the tax code in the Trump administration may impact your retirement? Read Phil Mitchell's guest column from the Grand Rapids Business Journal on the topic.
December 19, 2017
WZZM interviewed our own Phil Mitchell to discuss the 2018 Federal Tax Reform.
April 2, 2018
One can never underestimate the importance on having a trusted financial advisor. Forbes.com shared comments from Phil Mitchell on tell-tale signs you could be heading for trouble.
July 31, 2018
Unfortunately, investment missteps are the kind that can come back to haunt you in the future, especially when it comes to retirement planning. In this article we look at how much you should set aside for retirement and how much should go into the right kind of long-term investments. Learn about the long-term benefits.