Tax Planning

Seven Year-End Tax Planning Tips for 2019

Dec 18, 2019

There are only a handful of days left in 2019, and while you may want to spend them making merry, yo...

Five Really Major Dangers of Required Minimum Distributions

Jun 18, 2019

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required...

The Secure Act and Other Changes to Federal Tax Law on the Horizon

Apr 18, 2019

Like most Americans, you have probably just breathed a sigh of relief that the tax season is over an...

2018 End of Year Tax Planning Tips

Nov 28, 2018

Every year, as we prepare to turn the calendar page to December, it's a good idea to think about wha...

Benefits of Having a 529 Plan

Sep 25, 2018

You have probably heard of so-called "529 plans," even if you haven't looked into getting one. If yo...

The Tax Benefits of Home Ownership After Tax Reform

Sep 05, 2018

The Tax Cuts and Jobs Act, enacted in 2017, was the first major change to the U.S. Tax Code in decad...

What Will the New Tax Law Mean for Seniors

May 09, 2018

Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, partic...

Three Advantages of Health Savings Accounts You Might Not Know About

Apr 16, 2018

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out...

Do You Have to Update Your Estate Plan With the New Tax Law?

Apr 05, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is ...

Tax Basis and Your Estate Plan

Mar 28, 2018

When preparing your estate plan, you may have multiple goals. You want to provide for your loved on...