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TAX & FINANCIAL INSIGHTS BLOG

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
December 2, 2021

How to use a MESP 529 to gift education to your loved ones

What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
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!
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.
April 2, 2018

Forbes: Signs your Trusted Financial Advisor is Not

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

3 Retirement Investment Mistakes You Likely Don’t Know You’re Making

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.
April 30, 2019

Know Your Investor Rights – Honest, Competent and Ethical Conduct

According to the CFA Institute, a global organization of investment professionals, you as an investor have certain rights - 10 to be exact. Here’s an inside look on the first investor right as established by the institute…
July 2, 2019

Roth IRA v Traditional IRA

One of the key things we do is educate our clients on the different savings and investment tools available. One of the critical points of confusion we try to dispel are the strengths and weaknesses between Traditional and Roth IRAs. We often see clients who are entirely sold on one over the other even though the best retirement plans usually involve a mix of the two at different times in the income and savings cycle. Timing and planning are both critical aspects for determining when to use each vehicle.