5 Tax-Planning Tips
The 2018 tax changes may have lowered your total tax liability, but many Americans were surprised by their refund, or worse…their tax...
IRS Waives Penalty For Not Withholding Enough
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...
Year End Tax Planning - Tax Cut & Jobs Act
With the Tax Cut & Jobs Act heading for signature by the President, there are a handful of valuable tax provisions that some individuals...
The Tax Cut and Jobs Act – Fiscal Policy Update
Senate and House Republicans each passed their own version of the Tax Cuts and Jobs Act, yet differ in various ways, setting arguments...
Beware of the 50% Penalty
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...
A Few Key Dates in 2016 for Retirees
While retirement can be a time for relaxation or days filled with travel, hobbies and family visits, there are some key dates that should...
