The 2018 tax changes may have lowered your total tax liability, but many Americans were surprised by their refund, or worse…their tax payment! Proper tax planning should be a coordinated effort between your tax preparer and investment advisor.
With the Tax Cut & Jobs Act heading for signature by the President, there are a handful of valuable tax provisions that some individuals and company owners may want to take advantage of before they are retracted.
The 503 page bill will undoubtedly restructure the U.S. t...
While retirement can be a time for relaxation or days filled with travel, hobbies and family visits, there are some key dates that should be highlighted in your 2016 calendar. Here (below) is a list of important dates, which may be applicable to you.