» Tax Planning

What Will the New Tax Law Mean for Seniors

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
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Categories: Tax Planning

Three Advantages of Health Savings Accounts You Might Not Know About

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

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
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Categories: Tax Planning

Tax Basis and Your Estate Plan

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 ta… Read More
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Categories: Tax Planning

How Will the New Tax Reform and Jobs Act Affect You?

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
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Categories: Tax Planning

Good News for Givers: Gift Tax Exclusion Goes Up in 2018

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
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Categories: Tax Planning

End-of-Year Tax Planning for 2017

The last thing most people want to think about during the holidays is taxes, but you also don’t want to wake up on January 1 with regrets of the financial variety for not having taken action when you should have. Doing some end-of-year tax plan… Read More
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Categories: Tax Planning

What the Proposed Tax Reform Law Could Mean for You and Your Family

Earlier in November 2017, Republicans in the U.S. House of Representatives unveiled their tax reform bill. This bill, the Tax Cuts and Jobs Act, is also called, for the sake of brevity, the GOP Act. The GOP Act, if passed, would be a significant revi… Read More
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Categories: Tax Planning

Three Tax Mistakes Retirees Should Avoid

Retirement should be a carefree time when you enjoy the fruits of your lifetime of labors. But if you make certain tax mistakes, your golden years could turn out to have a lot less gold in them. Learn about mistakes retirees commonly make, and how yo… Read More
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Categories: Tax Planning

Five Things You Should Do Now to Lower Your 2016 Tax Bill

Midnight on New Year’s Eve: confetti falls, champagne corks pop, couples kiss. A year evaporates into the past, and so (to a great extent) do your opportunities to lower your tax bill for the year that’s just faded away. Those champagne c… Read More
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Categories: Tax Planning

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