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February 26, 2019

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.

When tax and estate laws c...

February 12, 2019

The Tax Cuts and Jobs Act which was enacted in December 2017, brought about a host of changes for taxpayers. Among the changes was the amount of withholdings as calculated by revised tax tables. 

The IRS announced that it is waiving the estimated tax penalty for various...

December 20, 2017

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...

December 11, 2017

Senate and House Republicans each passed their own version of the Tax Cuts and Jobs Act, yet differ in various ways, setting arguments into motion.

When the chambers pass different versions of a bill, conferees are appointed by both the House and the Senate to produce a...

November 29, 2017

With 2017 coming to an end, it’s time to review those year-end deadlines for Required Minimum Distributions (RMDs).

If you turned age 70 1/2 before 2017: The deadline for taking the 2017 RMD from your IRA or retirement plan is Dec. 31, 2017. This applies to every tradit...

January 24, 2016

 

 

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. 

 

 

 

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