Tag: Tax Planning

‘Tis the Season for Generosity … and Also Tax Savings

At this time of year, many people desire to help others who are less fortunate than they are by making contributions to charity. By planning carefully, you may be able to realize tax benefits when donating cash and property to qualified charitable organizations. This makes now a good time to plan out your charitable giving […]

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The Lowdown on the Republican Tax Reform Proposal

In early November, Republicans in the House of Representatives finally released the details of a tax reform plan that many have been speculating about for months. If enacted, the Tax Cuts and Jobs Act would implement the biggest changes to our nation’s tax code in more than three decades. Of course, this is a very […]

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Tax-planning Strategies for New Parents

New parents have lots of new things to think about — from what kind of formula to feed their baby to what kind of car seat to buy. One thing that probably isn’t high on a new parent’s priority list is tax planning. But maybe it should be. Having a child can impact your taxes […]

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IRS Reprieve Offers Opportunity for Last-Minute Tax Savings

The IRS has provided taxpayers with a slight reprieve this year by extending the traditional April 15 tax-filing deadline by three days. As a result, you have until next Tuesday, April 18, to file your tax return or request an extension. This means you also have an extra three days to make a 2016 contribution […]

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How to Properly Substantiate Your Charitable Donations

‘Tis the season for … tax preparation. No, it’s certainly not as fun or exciting as the holiday season. One of the first tax-preparation steps is to confirm you have all records of your charitable donations. Any donations you make to qualified Section 501(c)3 charitable organizations may be deductible on your federal income tax return. […]

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Tax-Efficient Investing: How to Increase Your After-Tax Returns

When gauging the return on their investments, many people neglect one of the most important factors affecting their returns: taxes. Because when it comes to investment returns, it’s not what you make, but what you keep that really counts. This makes tax efficiency one of the biggest keys to successful portfolio management. Your goal should […]

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