Important Tax Deadlines

Important Tax Deadlines

Important IRA Deadlines!   April 1, 2018:  This is the Required Beginning Date (RBD) for IRA owners who turned 70½ in 2017. IRA owners have until April 1st to take their very first required minimum distribution (RMD) if the owner did not take it last year. Keep in...
Weekly Tax Tip

Weekly Tax Tip

State Inheritance Taxes Comparison Chart Inheritance taxes are imposed upon the individual receiving assets from a deceased’s estate. Only six states currently impose an inheritance...
Welcome to SWAP

Welcome to SWAP

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.     Professionalism Our firm is one of the leading firms in the area. By combining our expertise,...