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Estate Planning & Asset Protection, Tax Season

January 11, 2019

Gift Giving the Tax-Free Way

Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to family, friends, and charities tax-free.  Some are straightforward, while others may require the help of a professional.

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Estate Planning & Asset Protection, Tax Season

December 14, 2018

Five Tasks: Year-End Estate Planning To-Do List

2019 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make Sure Your Estate Planning is Up to Date Will […]

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Estate Planning & Asset Protection, Tax Season

November 20, 2018

There’s Never A Better Time Than Now to Get Your Affairs in Order

The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season. But, getting started is much easier than you think. In fact, the end of the year is a good time to reflect upon the year that has passed and focus on […]

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Estate Planning & Asset Protection, Tax Season

November 14, 2018

Your 5 Task Year-End Estate Planning To-Do List

2019 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings.  Before entering into the new year, here are some things that need to be on your end of year checklist:   Make Sure Your Estate Planning is Up To Date […]

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Tax Season

November 9, 2018

Strategies for Saving on 2018 Income Taxes

Now is the time to begin looking at ways to minimize your 2018 income tax bill. Everyone should consider the “timing” of their deductions and, if possible, income. Depending on your circumstances, it might make sense to prepay some expenses for 2019, so you include them on your 2018 tax return. These expenses may include state […]

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Tax Season

November 9, 2018

4 Things to Do to Get Ready for Tax Season

With the passage of the Tax Cuts and Jobs Act in December 2017 (effective January 1, 2018), the 2018 tax season is going to look a little different for many filers.  In order to ensure you are not caught behind the eight ball, there are a few things you need to think about and do […]

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