Tax Planning for the Years Ahead – A Reminder of the TCJA Tax Laws Scheduled to Sunset With the end-of-year tax planning season knocking on our doorstep, we offer these reminders of potential tax increases looming in just two years. The Tax Cuts and Jobs Act (TCJA -aka Trump Tax Laws) which was passed in […]
Higher Taxes? Highlights of TCJA and Rates if Sunsetted on 12/31/2025 Read More »
Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.
Property Tax Protest Anyone? Read More »
Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making all downturns thus far temporary. Why not take advantage of the dips as well as the gains? We believe you can benefit from either condition. Here’s how.
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies Read More »
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand!
The ABC’s of Gifting Appreciated Securities Read More »
One of the forefront topics in the world of retirement planning was created with the advent of the Roth IRA: tax-free growth.
Tax-Free Anyone? The Many Flavors of “Roth” Read More »