Tax Issues
Tax Planning Be Proactive…. Let Us Help
Tax laws have changed in 2018, and as year-end quickly approaches, time is running out to make vital adjustments to your tax plan — or risk affecting your return. “We want to make sure we’re being proactive about our tax plans and, most importantly, that we understand the new changes this year,” said John Vance,…
Read MoreWill You Benefit Or Lose With The New Tax Laws?
New tax laws are significant and sweeping. To move from loss to gain, it’s time to rethink your tax strategy — especially in retirement. When it comes to your finances, knowledge provides protection where it’s needed most. The right guidance, at the right time, can make the difference between preparing for life’s uncertainties and anticipating…
Read MoreA Tax Reduction Strategy For People Who Give Back
Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them.…
Read MoreState and Local Tax Reform
The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local income taxes for 2018 and beyond. While the bill is not finalized, it might make sense…
Read MoreDo your property taxes exceed $10,000 per year?
The new tax reform bill that has been proposed by the House and Senate seeks to limit the deduction of property taxes for 2018 and beyond. While the bill is not yet finalized, it might make sense for you to be proactive on this issue. If you pay more than $10,000 per year in…
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