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  • Virginia Budget Deal 2022 & Military Pensions
    Blogs, Tax Planning

    Virginia Budget Deal 2022 & Military Pensions

    t’s official, a portion of Military Retirement will now be tax-free in the Commonwealth of Virginia. Virginia lawmakers and the Governor approved and signed the 2022 budget deal that makes…

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  • Estate, Legacy & Life Events
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  • Life insurance (FEGLI) & LTC
  • Life insurance (FEGLI) & LTC
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  • Medicare, FEHB & Tricare
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  • Secret Millionaire- the value of federal benefits
  • Secret Millionaire- the value of federal benefits
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  • Videos
  • Blogs, Tax Planning

    Additional Reminders When Filing Your 2021 Tax Returns

    Don’t forget these frequently overlooked tax deduction and other useful tips.

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  • Blogs, Tax Planning

    Employer Retirement Plan, IRA, and HSA Contribution Limits for 2022.

    There are often multiple investment vehicles to choose from when it comes to saving for your future. Thankfully, your team…

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  • Blogs, Tax Planning

    Reporting Roth Conversions on your 2021 Tax Return

    Converting all or some of your IRA to a Roth IRA can be a great strategy for multiple reasons. Whatever…

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  • Blogs, Tax Planning

    Reporting TSP, 401(k), and IRA Rollovers for 2021

    Tax forms can be confusing and understanding the many tax documents you will be receiving between now and the next…

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  • Blogs, Tax Planning

    2021 Tax Season Extension

    In what continues to be an unusual environment related to the pandemic, the IRS has extended the tax filing and…

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  • Blogs, Tax Planning

    2021 Tax Season

    The 2021 Tax season is quickly approaching, and AXOS 1099-Rs are in the mail and available online. As time time…

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2 Bayport Way, Suite 110
Newport News, VA 23606

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757.223.9990

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