May 17,2018 FAQs about Deducting Home Loan Interest under the New Tax Law The Tax Cuts and Jobs Act (TCJA) changes the rulesĀ for deducting interest on home loans. Most homeowners will be unaffected […] Read more
April 19,2018 Go Green, Save Green: Tax Breaks for Saving Energy Earth Day is April 22. This occasionĀ reminds us to consider implementing changes to help reduce the amount of energy we […] Read more
April 12,2018 Congress Raises 401(k) Hardship Withdrawal Limits Most 401(k) plansĀ permit hardship withdrawals, though plan sponsors aren't required to allow them. As it stands today, employees seeking to […] Read more
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.Ā You still have time to consider […] Read more
March 15,2018 Good News! More Families May Be Eligible for the Child Credit in 2018 The Tax Cuts and Jobs Act (TCJA), which was signed into law on December 22, 2017, made significant changes to […] Read more
February 28,2018 How the New Limit on SALT Deductions Affects Homeowners The ability to deduct state and local taxes (SALT)Ā has historically been a valuable tax break for taxpayers who itemize deductions […] Read more
February 28,2018 Is a Deferred Sales Trust Right for You? What are the advantages of a Deferred Sales Trust (DST)? The Deferred Sales Trust, or DST, provides a unique exit […] 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,Ā 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