
As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal…
As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought challenges and disruptions that significantly impacted your personal…
There’s nothing typical about tax planning in 2020. COVID-19 and the economic fallout are only the beginning. Even without a pandemic, recent developments such as the Setting Every Community Up…
Income Tax Deadlines for Individuals and Businesses in the U.S. Tax season is here again as the Internal Revenue Service (IRS) officially began processing tax returns on January 27, 2020….
The gift tax is also a component of the federal transfer tax system and is a tax imposed on transfers (i.e., gifts) of property during life, either given outright or…
Accelerate Deductions and Defer Income – It sometimes makes sense to accelerate deductions and defer income. There are plenty of income items and expenses you may be able to control….
The estate tax is one component of the federal transfer tax system, which also includes the gift tax and the generation-skipping transfer tax. The estate tax is a tax imposed…
A Personal Financial Specialist, or PFS, is an individual who is highly qualified to offer advice on a variety of financial issues and has earned the PFS credential from the…
Each year there are changes to the tax code that affect your tax return, and 2015 is no different. Here are the changes to be aware of for the coming…
Estate planning puts your mind at ease and makes things easier for your loved ones once you are gone. Nobody can predict the future and emergencies can occur at any…
Every year changes are made to the tax law that affect the way you manage your money throughout the year and how you file your tax return in the new…