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...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

Did you receive that dreaded IRS audit notification letter? Don't stress! Find out the Who, What, When, Where, and Why about IRS Audits.

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With tax season over, here are some great financial tips to keep in mind regarding your kids and summer jobs, your ROTH contribution, capital gains, and more!

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With the presidential election in the rear-view mirror, tax reform will be front and center in 2017.

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Death and Taxes

By Jackie Lawson • July 12, 2016

Even with the web & it's large amount of info, death and taxes are still certain in life, and the former has an important financial impact on the latter.

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The best time to start year-end planning is after you complete your tax return and realize how certain actions in the prior year could have changed things.

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Using a QCD, taxpayers may find that making a direct contribution from an IRA to a qualifying charitable organization can provide greater tax savings.

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If you have an accountant prepare your return, this contains some useful tips that may help reduce preparation costs, improve accuracy, & minimize tax notices.

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