Planning matters

Time to Launch Your Tax Strategy

Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started: Start with your income Begin by determining how your income this year will compare to last year. Then apply any tax implications this income change…

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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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