Locum Tenes Webinar Feb 7

Are you a Locum Tenes 1099 contractor? You won’t want to miss Andrew Schwartz’s webinar on February 7 at 3pm sponsored by Barton Associates.  Andrew will be focusing on the tax implications of working as a locum tenes and what steps you should take. ...

Planning Tips for Early 2024

Want to get a jump on planning for 2024? Here are a few tips to keep in mind: HSA Self-only coverage funding limits increases to $4,150 from $3,850. HSA Family coverage funding limits increases to $8,300 from $7,750. HSA catch-up contribution (if age 55 or older)...

4th Quarter Estimated Tax Payments Due 1/16/24

Fourth quarter estimated taxes are due 1/16/24. If we set up for you to pay quarterly estimates, you should have recently received your personalized estimate reminder in the mail. For anyone paying estimated taxes, we now recommend that you make those payments online....

RE: 2024 – Ten Prudent Personal Finance Steps To Take

Personal financial planning is an ongoing process. Financially speaking, 2023 was another challenging year for many of us. The stock market was quite volatile this year, but ended the year near all-time highs, which is great for people who remained invested.  Real...