The Practicality of Estate Planning
The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and […]
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 […]
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 […]
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 […]
Keep Tax Reform Proposals in Mind When Making Last-Minute Year-End Moves
As 2017 winds down, it's time to consider making some moves to lower your federal income tax bill and position yourself […]
2018 IRS Estate and Gift Tax Inflation Adjustments
The IRS has announced the 2018 inflation adjustments for many tax provisions, including exemptions for estate, gift and generation-skipping transfer […]
Advanced Estate Planning Information For Caregivers And Surviving Spouses
Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […]
10 Simple (and Fun) Ways to Cut Taxes This Summer
It's already starting to feel like summer in many parts of the country. But the forecast for Washington remains unclear […]
Consider Taxes before Converting Your Home to a Rental Property
Have you ever thought about becoming a landlord? This option may be tempting if your local real estate market is […]
Should Family Members Be Compensated for Caregiving Services
As we get older, one in four of us will require some level of caregiving services. This could range from […]