The Planner

The Planner is CORE Group's blog and a way to help others interested current tax planning and service news.

How Long Should You Keep Your Tax Records

How Long Should You Keep Your Tax Records?

Image of Core Group
Core Group

If you're like most Americans, the day that you send off your tax returns is a major relief. But dropping off your tax return isn't the end of the story, because an audit is always possible. If that's the case, you'll need good documentation to prove your return's accuracy.

Read More
Retirement Plans as Tax-Savings Strategy

Retirement Plans as Tax-Savings Strategy

Image of DaRenda Hanson
DaRenda Hanson

Many people think of retirement plans as something that is only offered through a large employer.  However, as a small business owner, retirement plans can be a very good tax AND retirement strategy.  I’m pretty sure you didn’t go in business for yourself thinking you would have to work for the entire rest of your life because you didn’t have a retirement plan in place. Let’s discuss this.

Read More