Planning Matters.

What to Expect this Tax Season

In 2017, we have a new President and new Congress. It is clear there will be change, but how tax law will be impacted remains to be seen. The good news is there will be no impact on your 2016 income tax returns.

That said, what can you expect this tax season?

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Last Minute Tax Tips for 2016

No one wants to think about taxes in the midst of the holiday season, but last-minute tax savings may be the perfect gift for someone on your list.

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Making Charitable Donations Count

Whether it is an extra tug on your heart and wallet after a global disaster or humanitarian crisis, or a regular part of your annual spending plan, there are a few things to keep in mind when contemplating a charitable donation.

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Can I Gift to Charity from my IRA?

A Qualified Charitable Distribution (QCD) is a distribution from an IRA direct to a charity. In 2015 lawmakers made this provision, which was temporary, permanent. QCDs are a tax efficient way to support organizations that are important to you.

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Filing Cabinet Cheat Sheet

Tax season spurs a lot of questions from clients about which papers should be kept or tossed. It’s a good time to do a little spring cleaning of your paperwork. Use this cheat sheet to find out what papers you need to keep, and how long you should hang on to them.

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