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Henry Caldwell
202 Campbell Ave SE
Roanoke, VA 24013-1000
T: 540.769.8544
F: 540.283.8044
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Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
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Tax Planning
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
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Tax Planning
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
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Tax Planning
Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
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Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
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Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
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Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
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Tax Planning
Make your final tax-saving moves before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
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Tax Planning
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
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Tax Planning
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
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Tax Planning
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