Category: Taxes

Charitable Gifts from your IRA?

As you begin planning your charitable giving for 2018, keep one strategy in mind for those over 70 ½ and taking required minimum distributions. Under ...
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The Tax Saving Power of a Health Savings Account

If you made it through tax time and had an uncomfortable bill to pay, here’s one idea to save a few dollars in future years ...
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Tax Cuts and Jobs Act of 2017 – Highlights

The House and Senate negotiations have come to a close and an agreement is in place. There is a major reduction in corporate tax rates ...
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2017 Year End Tax Planning Strategies

Proactive tax planning throughout the year is the key to reducing taxes and maximizing your after-tax dollars for wealth accumulation.  This is accomplished by applying ...
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Tax Preparation is not Tax Planning

More times than not after reviewing a new client’s tax returns, it is pretty evident of the lack of tax savings strategies.  Tax planning is ...
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2013 Obamacare Taxes for High Income Earners

As described in the highly acclaimed book, The Quiet Millionaire, one of the seven major obstacles to financial success is paying too much tax. Proactive ...
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American Taxpayer Relief Act of 2012 – Last Minute Tax Law Changes

As in typical government fashion our legislative bodies waited to the last minute of the last hour to pass the American Taxpayer Relief Act of ...
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