Tried and True Tax Moves

Even with the myriad of tax changes that went into effect for 2018, there are still a few go-to tax moves that everyone should make a priority in early 2019. Checking that the correct amount is being withheld from your paycheck in 2019 is a sure-fire way to be certain...

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...

Summer is a Time for Vacations and Tax Planning

While it is tempting to take a break from everything this summer, you may regret putting off tax planning once tax season comes.  Now is the time to review your tax plan and make effective changes while you still can.  Keep your head in the game even when your feet...

Who's On Your Team?

Financial decisions can be difficult and may affect both current and future tax bills so having a team of professional advisors ready to help can be a great advantage.  It is wise to make sure your advisors know each other and work well together to achieve the...