March Client Bulletin
In our March newsletter, we discuss the tax planning cycle, tax credits vs. tax deductions, retirement insights and cybercriminals evasion of two-factor authentication.
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February Client Bulletin
In our latest newsletter, read about how preparing a clear checklist can save you tax filing headaches, how to spot forgotten income sources, ideas for small businesses, and managing renters insurance.
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.
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.