Tax Planning

Using a QCD's to reduce taxes on RMD's
Minimize the impact of required minimum distributions by using Qualified Charitable Distributions to reduce taxes and other implications ...
Tax-loss Harvesting
If you're a normal investor, in a given year some of your investments gained, and others may not have done so well. Here's how to make use of ...
Home Equity Loan Interest May Still be Deductible Under New Tax Legislation
The 2017 Tax Act included a variety of changes that impacted home equity deductibility in multiple ways. Learn the situations...
Estate Taxes after the Tax Cuts and Jobs Act
The recent changes in the 2017 Tax Act significantly impacted estate tax law, and it may be to your benefit to discuss with your financial...
Medical Expenses & 2018 Tax Planning
The complexity of identifying deductible medical expenses has, unfortunately, not gotten any easier. Learn how you can...
Charitable Contribution Strategies under the New Tax Law
The significant changes introduced in the 2017 Tax act can have a very real impact on your charitable contributions...
Highlights from Tax Reform
The 2017 Tax Cuts and Jobs Act impacted many different elements of the code. Learn more about which ones here...
Your Paycheck: Take a Close Look at Your Witholdings
The changes recently enacted as part of the 2017 Tax Cuts and Jobs Act may impact the amount you need to withhold...
What your Advisor Can Learn from Your Pay Stub
There are many things that your Advisor can learn from your Paystub - here's why this simple document can help answer many questions ....
Will my beneficiaries have to pay taxes on my life insurance policy?
Many of the elements that can impact your life insurance payout are actually locked-in when ...