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There are many tax benefits built into home ownership. Here is a review of the most common. It may be worth a…
Holiday Present Covid Relief Bill
Dear Appletree Client: Merry Christmas from the government!! It looks like Congress has agreed on a COVID Relief Bill. We have a…

Gone Phishing?

Each year the IRS publishes the top dozen tax scams it encounters over the prior year. One of them that makes an…
As part of your planning for next year, now is the time to review funding your retirement accounts. By establishing your contribution…

15 Year-End Tax Tips

At the end of each year there are a number of things to consider that may have a positive impact on your…

Age (not death!) and Taxes

Age does matter, when it comes to tax obligations One of the elements that make our Federal Tax Code so hard to…
Income for 2020 PPP Forgiveness and New Hampshire Main Street Fund
PPP forgiveness Loans Dear Client:   In a previous letter that I wrote to you, we were advising clients to hold off…

Lower Your Taxes THIS YEAR!

Here are 6 ideas that most people can use While 2020 winds down, there is still time to reduce your tax burden.…
The IRS recently announced key tax figures for 2021, using information based on the Consumer Price Index published by the Department of…
Creating order out of chaos As important tax records start filling mailboxes, how can you make sure your tax preparation goes smoothly…