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2019 Tax Planning Changes to Keep on Your Radar

While the 2018 tax filing deadline of Monday, April 15th will be here before we know it, it’s important to be aware of several changes to the tax law that have gone into effect for 2019. Some were ushered in by legislation such as the Tax Cuts and Jobs Act, the...

2018 Year-End Tax Planning Letter

The 2018 Year-End Tax Planning Letter is now available.  Below is a list of topics with clickable links: Don’t Ignore These Money Saving Tax Ideas 3 Ways To Cut Business Taxes 5 Reasons Your 2018 Taxes May Cause You Drama Does A Donor-Advised Fund Fit Your...

Opinion Piece – New Tax Law

In December, both houses of congress passed their version of tax reform, quite arguably the largest since the Tax Reform Act of 1986 passed during the Reagan Administration. On December 22, President Trump signed the version of the new law, known as the Tax Cuts and...

Don’t Ignore the Nanny Tax

Make sure you don’t overlook the nanny tax as you are reviewing your filing requirements for 2018.  You could be liable to pay state and federal payroll taxes if you have a housekeeper or other household employee. How do you know if you must pay the nanny tax? A...

Conquer Your Financial Clutter

Being unorganized, especially when it comes to finances, can equal disaster.  With so many items to keep track of, financial records are notorious for being scattered.  It’s easy to tuck away bills, paycheck stubs, bank statements and other paperwork at random.  Now...

Want to Give this Year? Here’s What You Need to Know.

As the year is coming to an end, are you making plans to give?  You could trim both your estate and income taxes with annual giving.  There is an annual exclusion for gifts that allows you to give $14,000 annually to any number of recipients without paying federal...

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