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Spring 2021, includes:

  • Answers to your Common Tax Questions
  • IRS Update
  • 7 Tips for Financial Wellness
  • Your Identity is NOT Your Own!
  • Tax Calendar
  • The New World of Bank Reconciliations
Rothman Spring 2021 Newsletter cover

Winter 2021, includes:

  • 2021 Retirement by the Numbers
  • Beware of These Common Tax Scams
  • Common Tax Surprises
  • Tax Calendar Update
  • Turn Working-From-Home Into a Tax Deduction
  • Stash Your Cash Here for Better Rates
  • Saving Too Much Can Sometimes Be Expensive

Fall 2020, includes:

  • Cut your tax bill with these new laws.
  • Small business owners get good news about PPP Loan forgiveness.
  • Tax Calendar updates
  • 2020 Tax Facts
  • Common mortgage refinancing mistakes