ACCOUNTING SERVICES OF SEDONA, L.L.C. dba Accounting, Tax & Financial Services of Sedona and Sedona Tax & Financial
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind tax planning, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals and to gain tax savings by planning ahead.
We’re here to help educate you about the basic concepts of tax & financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal tax & finance.
mkane@ceterafs.com (securities email)
mkane@sedonataxaccountant.com (tax/accounting email)
Newsletters
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New SAVE Repayment Plan Offers Key Benefits
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.