Wrapping Up 2018

While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few things you should wrap up before it [...]

2018-12-17T23:59:07+00:00December 17th, 2018|Financial Planning, Retirement, Tax Strategies|

Tax Efficient Strategies for Charitable Giving

As the seasons start to change and the holidays approach, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you may be worried about where extra income will come from and [...]

2018-11-27T00:43:13+00:00November 27th, 2018|Financial Planning, Tax Strategies|

Your Taxes are Filed… Now What?

Unless you had to file for an extension on your 2017 income tax returns, you’re probably feeling pretty good about yourself that you were able to check “Tax Day” off of your to-do list. However, with the new tax law, known as the Tax Cuts and Jobs Act, it’s important that you review your current [...]

2018-04-23T19:15:26+00:00April 23rd, 2018|Tax Strategies|

Are You Prepared for Uncle Sam to Collect?

Due to the regular, individual income tax return filing deadline (April 15th) being on a Sunday, and the Washington D.C. Emancipation Day Holiday being observed on April 16th, the 2018 Tax Day has moved to Tuesday, April 17th. This is also the deadline to file for an extension on your taxes. With the tax filing [...]

2018-04-09T19:39:44+00:00April 9th, 2018|Tax Strategies|

A Quick Update from the 2018 Tax Reform

As you may already know, it’s now official. The first significant reform of the U.S. tax code since 1986 when Ronald Reagan was president has been ushered through by congress. Changes have been made to both individual and corporate tax rates.  Individual provisions in the new legislation technically expire by the end of 2025, though [...]

2018-04-04T19:54:32+00:00January 5th, 2018|Tax Strategies|
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