Considering Moving to Another State?

May 31, 2019 / by Fortis Family Office Tax Team Establishing State of Domicile for Tax Purposes Wealthy taxpayers have long assumed that spending a minimum of 183 days, or six…

Paycheck Checkup for 2019 Withholding

When to check your withholding? You should always check your withholding early in the year and now is the time to do it. Especially when your income changes or when…

Tips on Choosing a Tax Preparer

1. You should always ask if the tax preparer has an IRS preparer tax identification number (PTIN). 2. Important credentials are certified public accountant (CPA) or/and an enrolled agent (EA).…