by MRA Advisory Team | Oct 16, 2023 | Tax Planning, Tax Tips
Webinar: Year-End Tax Planning When: Monday, November 13, 2023 Time: 6:30 pm – 7:30 pm MRA Advisory Group invites you to our Year-End Tax Planning Webinar. Alison Cogan, CPA, and Marco Lima, CFP®, CEO will discuss any tax changes for this coming year... 
by MRA Advisory Team | Feb 23, 2023 | Alison C. Cogan, Director of MRA Tax Services, Tax Planning, Tax Tips
Why minimize estate taxes? The act of giving away your property, either during life or at death, will probably be subject to one or more of several types of taxes (collectively referred to here as estate taxes), either on the federal level, state level, or both. These... 
by MRA Advisory Team | Jan 25, 2023 | Tax Scams, Tax Tips
The tax filing season is a popular time for scammers to call and dupe unsuspecting taxpayers. These thieves often make threatening or alarming calls posing as the IRS to try to steal taxpayer money or personal information. The IRS doesn’t initiate contact with... 
by MRA Advisory Team | Jan 19, 2023 | Alison C. Cogan, Director of MRA Tax Services, MRA Tax Services, Tax Planning, Tax Tips, Taxes
MRA Tax Services is available for all your tax needs and beyond. From personal returns to business returns, our tax team is ready to work for you. Our mission is to simplify tax preparation and help you keep more of what you earn. We work as part of your team to... 
by MRA Advisory Team | Nov 14, 2022 | MRA Tax Services, Tax Planning, Tax Tips, Taxes
There are lots of important tax numbers you need to keep in mind. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change but are used frequently. Given the variety of sources that report relevant numbers, it...