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TAX & FINANCIAL INSIGHTS BLOG

March 7, 2018

When Is It Best to Work with a Tax Professional?

Are you staring into a cardboard box full of pay stubs, potential deductions, receipts, and itemized lists wondering what’s next? Tax season is in full swing and one of the biggest decisions taxpayers face is how to file their returns.
January 26, 2018
Tax Reform in 2018

2018 Tax Reform: What’s Happening & What’s Next?

The 2018 Federal Tax Reform is starting to impact corporations, individuals and small businesses. Learn more about what is happening and what's to come here.
June 20, 2017
man working on a laptop

Do I Need a Financial Advisor?

Have you questioned whether you can take on managing your finances yourself? Do you only have a 401K and allow the company assigned by your employer to manage the account? If you have an advisor already, is he or she the right partner for you? If you’re unsure if you need additional financial assistance, keep reading!
June 2, 2017
compass

9 Tips to Improve your Current 401k Investments

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. …
November 4, 2020

business.com Feature on Funding your Startup with Retirement Funds

Thanks to business.com for interviewing our own Phil Mitchell on the ROBS program.
November 13, 2020
Grand Rapids Business Journal logo

Grand Rapids Business Journal talks with Phil Mitchell about the CARES Act Tax Incentive

Thanks to GRBJ for talking with our own Phil Mitchell on the CARES Act 2020 Tax Incentive.
November 16, 2023

Year End Tax Planning

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