Feature Article 
2024 and 2025 by the Numbers
Many numbers we use in our profession are indexed for inflation. The effective date for many of these inflation calculations is August 31st. This chart contains the amounts for 2024 and 2025 for many items we deal with on a regular basis. These amo... Compiled by David L. Mellem, EA
Feature Article
Tax Appointment Worksheet
The tax appointment worksheet is a tool to help you gather the needed information for new and returning clients for the 2024 tax year. This year’s worksheet has been enhanced to reflect the changes i... Compiled by Mary Mellem, EA