Planning matters

Tax Planning Time

It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…

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Unexpected Tax Refund in Your Bank Account? It Could be a Scam.

Recently, the IRS has reported a new scam. Cybercriminals are using stolen taxpayer data to file tax returns and have the resulting refunds direct-deposited into the taxpayers’ real bank accounts…

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The Tax Cut and Jobs Act and 2017 Income Tax Returns

Filing your annual tax returns for any year can be a confusing process, but the last year has seen significant changes to the US tax code. Most of the Act’s provisions are effective starting with the 2018 tax year, but keep the following in mind when filing your 2017 income tax returns…

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New Tax Law 2018

On December 22, 2017, the President signed into law new tax legislation with many provisions effective for 2018 and expiring 2025. Here are some of the highlights that apply to most clients and a few obscure details.

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Tax Tips for 2017

The Tax Cuts and Jobs Act is expected to pass later this week. After proposing their own separate and different bills, the House and the Senate seem to have come to an agreement on what tax reform will look like. A House-Senate conference committee worked to blend the two versions of the Act and signed…

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