Mersereau, Lazenby & Rockas, LLC

10/31/2025

Lot's of great costumes and fun this Halloween at MLR! Be safe out there🎃

11/01/2024

Happy Halloween!

10/31/2023

Lot's of treats but not too many tricks at MLR today🎃

03/31/2023

http://ow.ly/T1aq50MVNp0

Tax Tip 2023-22, February 21, 2023 — Taxpayers with dependents who don't qualify for the Child Tax Credit may be able to claim the Credit for Other Dependents. They can claim this credit in addition to the Child and Dependent Care Credit and the Earned Income Credit.

03/30/2023

https://newsletter.homeactions.net/archive/full_article/15449/10730299/5051060/170259

In June 2022, the IRS made a rare midyear adjustment to mileage deductions because of rising gas costs. It's increased the number again for 2023. Click through for the details so you can take full advantage of higher rates.

03/29/2023

https://newsletter.homeactions.net/archive/full_article/15447/10730297/5051047/172865

Most people know that generally, business travel is tax deductible. But there are a lot of rules and exceptions. Click through for an intro to travel deductions, so you can be sure you don't make any mistakes.

03/28/2023

https://newsletter.homeactions.net/archive/full_article/15448/10730298/5051073/173661

An important part of any estate plan is a long-term investing strategy. This means keeping your eyes on the horizon and not on the daily headlines. Click through for a review of the best investing principles to help ensure a comfortable retirement.

03/27/2023

https://newsletter.homeactions.net/archive/full_article/15450/10730300/5051034/149477

Trying to increase your endowment? You want to set endowment goals that not only are reasonable but also game-changing. Click through to discover how successful ideas can be more widely adopted.

03/24/2023

http://ow.ly/iXKh50N7paI

The CAMT imposes a 15% minimum tax on the adjusted financial statement income of large companies starting in 2023.

03/23/2023

https://newsletter.homeactions.net/archive/full_article/15449/10730299/5051060/173687

This is one of the most misunderstood taxes. Many people think that any gift means they or the recipient must pay a tax. But that's not the case. Click through to see what a gift tax really means, so you don't pay when you don't have to.

03/22/2023

https://newsletter.homeactions.net/archive/full_article/15447/10730297/5051047/173689

It can be a forgotten aspect of taxation, but with few exceptions, fringe benefits must be included in an employee's gross income and are subject to tax withholding and employment taxes. Click through to make sure you're in compliance.

03/21/2023

https://newsletter.homeactions.net/archive/full_article/15448/10730298/5051073/173664

When listing the benefits of owning a home, housing experts inevitably cite your ability to build equity. That raises the question: What is equity and why does it matter to homeowners? Click through to see why equity has long-term implications for your financial health.