April 03,2018 Last-Minute Tax Planning Tips for 2017 This year, Tax Day for individuals, sole proprietors and C corporations is Tuesday, April 17. You still have time to consider […] Read more
April 03,2018 Estate Planning 101: An Introduction What Is an Estate and What Planning Is Involved? It's important for you to understand what the word “estate” means […] Read more
February 28,2018 How the New Limit on SALT Deductions Affects Homeowners The ability to deduct state and local taxes (SALT) has historically been a valuable tax break for taxpayers who itemize deductions […] Read more
February 07,2018 What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)? There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden. Those of you who […] Read more
January 30,2018 Retirement Account Catch-Up Contributions Can Add Up Are you age 50 or older? If so, you can currently make extra “catch-up” contributions to certain types of tax-favored retirement […] Read more
January 17,2018 Tax Reform: Topics of Special Interest for Individuals The Tax Cuts and Jobs Act (TCJA) includes a number of changes that will affect individual taxpayers in 2018 and […] Read more
January 10,2018 Is Social Media Activity Putting You or Your Clients at Risk? Winter can be a busy time for travel. Snowbirds try to escape the cold. Grandparents long to visit loved ones […] Read more
January 02,2018 Landmark Tax Reform Bill Passes The new tax reform law — commonly referred to as the “Tax Cuts and Jobs Act” (TCJA) — is the […] Read more
January 02,2018 How Might the New Tax Reform Law Affect You? President Trump and Republican members of Congress say the Tax Cuts and Jobs Act (TCJA) will bring $3.2 trillion in […] Read more
December 21,2017 Give Back and Save Taxes with Charitable Contributions As year end approaches, you may be thinking about making some charitable donations. Here's a rundown of the potential tax breaks […] Read more