Resources & Insights from the Verian Team.

Knowing the Rules of Capital Gains and Dividends

Know the Rules of Capital Gains & Dividends March 14,  2019   Capital Gains and Dividends are subject to a number of different tax rates. Because of this, know the rules can be a great way to cut your tax bill. Dividends For most taxpayers, qualifying dividends are...

read more

Ten Tax Tips for Individuals

Ten Tax Tips for Individuals March 6,  2019     1. Reduce Your Consumer Debt. The interest you pay on consumer debt is not deductible. Consider shifting consumer debt to a home-equity loan (where available and not to exceed $100,000) to maintain deductibility for the...

read more

Tax Refund is Now a Bill

Federal Tax Return Exceptions Do you need to file a Federal tax return? March 4,  2019   One of the more common tax questions is whether you need to file a federal tax return this year. The answer is: it depends. But not filing a tax return when you should can cost...

read more

Filing a Federal Tax Return

Federal Tax Return Exceptions Do you need to file a Federal tax return? March 4,  2019   One of the more common tax questions is whether you need to file a federal tax return this year. The answer is: it depends. But not filing a tax return when you should can cost...

read more

Managing Tax Documents

Reducing Filing Difficulties How to Manage Tax Documents February  4,  2019 The value of a tax return doesn't end on April 15. You will need to provide your return and some of the supporting documents to get a mortgage, apply for student loans and check the status of...

read more

Ten Tax Tips for Individuals

  Tax Tips for Individuals  January  30,  2019 Frequent tax law changes have made the tax code very complicated; only the informed taxpayer can take advantage of tax-cutting opportunities that remain. Here are some suggestions you should consider if you're interested...

read more

Debt Reduction

  Debt Reduction  January  28,  2019 Investors are increasingly uneasy about the ups and downs of the stock market. If you're worried about your investments and want to reduce your debts, you're in luck. Debt reduction gives you a guaranteed rate of return. By paying...

read more

Tax Strategies for Homeowners

  Tax Strategies for Homeowners January  22,  2019 Be aware that important tax consequences are often associated with some fairly common events involving your home. Here are some handy things to know. Home Purchase. When purchasing a home, you may pay a portion of the...

read more

New Form 1040

  Navigating the New Form 1040  January  11,  2019 We are here to help navigate the biggest tax overhaul in 30 years on a new Form 1040 with six new schedules. Now that the new Form 1040 is finalized, here are three main takeaways for this tax season:   The Main Form...

read more

Tips for a Faster Tax Refund

  Resolutions for a Faster Tax Refund January  7,  2019  As the tax filing season approaches, there are steps you can take now to speed up the filing process. The faster your return is filed, the faster you get your refund. Even if you end up owing money to the IRS,...

read more

Credit Card Management

  Seasonal Spender or Credit Card Addict? December 13, 2018  It's not a big surprise if you find yourself reaching for your credit card more often around the holidays. The National Retail Federation is projecting that consumers plan to spend an average of $1,007 on...

read more

The New Business Deduction

  The New Business Deduction December 31, 2018  A new deduction is available to businesses with qualified business income (QBI). While that's great news, new deductions (especially ones with lots of rules) can bring anxiety and confusion. Never fear! Ensuring you...

read more

6 Last-Second Money-Saving Tax Moves

  6 Last-Second Money-Saving Tax Moves December 19, 2018  As 2018 winds down, there is still time to reduce your potential tax obligation. Here are some ideas to make your 2018 tax return less of a burden on your wallet: Accelerate Expenses. Individual taxpayers are...

read more

Planning for Staffing Decisions

Layoffs Imminent? Include These 4 Steps in Your Plan December 21, 2018  Whether your firm is large, small or somewhere in between, you may be faced with rising costs and declining revenues. This, in turn, may force you to make tough personnel decisions, including...

read more

Donations

  5 Ways to Get Smart When Giving at Year-end December 27, 2018  The end of the year has arrived. Here are a handful of charitable donation strategies to consider if you want to boost your deductions for 2018: 1. Audit-proof Your Claims. The IRS imposes strict...

read more

Year-end Individual Tax Planning

  2018 Tax Planning for Businesses Expert Advice from Tax Partner, Karen DelleSite December 4, 2018  2018 Year End Tax Planning for Individuals  Year-end Planning Tips to Take Advantage of the Tax Law Change Expert Advice from Tax Partner, Karen Delle Site   We have...

read more

Year-end Business Tax Planning

  2018 Tax Planning for Businesses Expert Advice from Tax Partner, Karen DelleSite December 4, 2018  2018 Year End Tax Planning for Businesses   "This is my favorite time of year because I can help our business clients plan for their future. Give us a call to discuss...

read more

Self Employed Advantages

  Self-employed Tax Breaks November 29, 2018  When it comes to taxes, being self-employed has some advantages. Whether you work for yourself on a full-time basis or just do a little moonlighting on the side, the government has provided you with a variety of tax...

read more

Year End Investment Moves

  Year End Investment Moves November 9, 2018  As year-end approaches, take a closer look at your investment portfolio. There may be some tax-saving strategies worth considering. Check out the following areas: Wash Sales. Thinking of selling a security before Dec. 31...

read more

Big Business Competition

  Small Businesses: How to Compete Against the Big Guys November 14, 2018  When big-box stores come to town, how can a small business successfully compete? That's a tough question. While one answer doesn't fit all cases, certain strategies have proven effective for...

read more

Banking Trends

  How to Survive 3 Unavoidable Banking Trends November 7, 2018  Smartphones and other technological advances enable banks to create products and services that dramatically change the way you bank. Here is a primer on three of the biggest banking trends and tips to...

read more

Year End Tax Essentials

  5 Year End Tax Essentials November 1, 2018  Mark your calendar to review these essential items each year to ensure you are not missing something that could cause tax trouble when you file your tax return: Required Minimum Distributions If you are 70½ or older, you...

read more

Protect Your Privacy

  Protect Your Privacy October 16, 2018  Do you use a smart phone, tablet or desktop computer to connect with friends and make purchases, as well as share health concerns with your doctor? If so, your privacy may be at risk. Companies called "data brokers" routinely...

read more

Financial Stress

Tips to Relieve Financial Stress October 10,  2018  Because financial stress is a normal part of life for most people, learning to cope with money worries is important — vital, in fact — for maintaining positive relationships, job productivity and personal health.  If...

read more

Document Downloads

Click to download pdfs. 

Document Downloads

Click to download pdfs. 

Verian Record Retention Schedule

Verian Trustee Services