We’d like to thank the Montrose Young Professionals (MYP) for spearheading a food drive during the month of July. Due to the generosity of the Montrose community, they were able to donate 164 lbs of food to benefit Sharing Ministries Food Bank. Dalby Wendland CPA and MYP member Mark Plantz and MYP chair Chelsea Rosty […]
Tax Incentives for Higher Education
Many families understand the value of higher education and desire to help their college-bound children accomplish this goal. There are numerous ways in which saving and paying for college education can save income tax. The most common benefits include; tax credits, deductions, and savings plans. These incentives have different limitations on the tax benefit, qualifications […]
Mid-Year Tax Checkup for Businesses
We are halfway through 2015 and it’s a good time to make some planning adjustments for tax purposes before year-end. Consider these: 1. Per the U.S. Supreme Court ruling in June, every state must recognize same-sex marriages. Employers in states that did not previously recognize same-sex marriage should revise state income tax withholding for affected […]