January Client Bulletin
With the holidays behind us, it’s time to prepare to file your 2025 tax return. Also in January’s newsletter, we explain recent tax law changes including tax-free tips and tax-free overtime benefits.
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December Bulletin
As new 2026 tax laws loom, our last newsletter of the year provides easy ways to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier.
November Bulletin
In this month’s newsletter, we focus on key actions that can sharpen your finances as 2025 winds down.
October Client Bulletin
If you’re not keeping your tax strategy up-to-date, you could be inviting a bigger bill from the IRS. In October’s newsletter, we’re breaking down practical tax tips to help you stay ahead and keep more of what you earn.
September Client Bulletin
Weigh the pros and cons of S-Corps vs. sole proprietorships, delve into common tax myths and learn about credit scores in our September newsletter.
Announcing WFFA’s Partnership with Windsor Path
Read about WFFA’s partnership with Windsor Path, our new strategic partner for accounting, tax, and advisory firms.
August Client Bulletin
Confused about the recent tax law developments in the news? Learn about some of the major changes impacting your taxes for this year and discover ways to take full advantage of the changes in our August newsletter.
July Client Bulletin
In this month’s newsletter, find answers to the most common tax questions, read about custodial accounts, and learn how to plan for financial emergencies.
June Client Bulletin
For every deduction or credit that can lower your bill, there’s a sneaky rule waiting to catch you off guard. In June’s newsletter, learn about these common tax traps.
May Client Bulletin
Explore four areas to review before creating your 2025 tax plan and find estate planning tips in May’s newsletter.