» Tax Planning

You have probably heard of so-called “529 plans,” even if you haven’t looked into getting one. If you have children or grandchildren whose education is important to you, though, you may want to investigate 529 plans to help ensure t… Read More

The Tax Cuts and Jobs Act, enacted in 2017, was the first major change to the U.S. Tax Code in decades. Suddenly, what taxpayers had accepted as gospel all of their adult lives was no longer necessarily so. We have received many questions from client… Read More

Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, particularly older clients, are still trying to discern whether the new tax law will benefit them. What will the new tax law mean for seniors? If you are ov… Read More

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out-of-pocket medical expenses and your deductible for a high-deductible health insurance plan. But what if your HSA could do even more for you? Let̵… Read More

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is the potential for an impact on estate planning. Many people devise an estate plan with the intention of minimizing taxes, so it stands to reason that… Read More

When preparing your estate plan, you may have multiple goals. You want to provide for your loved ones. You may want to avoid probate, if at all possible. And you almost certainly want to avoid your heirs and beneficiaries having to pay unnecessary t… Read More

The newly-enacted tax reform law, dubbed the “Tax Reform and Jobs Act,” will deliver major changes to the U.S. Tax Code. While it’s not possible to examine all of them in one (or even several) blog posts, let’s take a look at… Read More

Good news for those caught up in the spirit of giving this holiday season: next year, in 2018, you will be able to give your loved ones even more without triggering the need to file a gift tax return. For the first time in five years, the gift tax ex… Read More