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 Tax Cut Law: Mostly Good News for Employers and Employees The most immediate concrete change the Tax Cuts and Jobs Act (TCJA) will bring about for employers is new payroll […] 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
December 13,2017 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 […] Read more
December 13,2017 IRS Increases Annual Gift Tax Exclusion for 2018 The IRS has announced that the annual gift tax exclusion is increasing next year due to inflation. After five years […] Read more