Income Tax Planning

October 2, 2018

Health Savings Accounts: Desirable, Despite the Complexity

Healthcare continues to be one of the most significant expenses you will incur during your […]
April 20, 2018

Chained CPI Explained and the Impact on the New Tax Act

As an update to our prior article New Law Doubles the Estate Tax Exclusion Amount but […]
February 20, 2018

A Summary of The Tax Cut and Jobs Act of 2017

The Tax Cut and Jobs Act of 2017, passed by Congress and signed by President […]
February 2, 2018

Who Gets a Tax Cut?

Scratching your head about the new tax bill? The Tax Cut and Jobs Act of […]
January 10, 2018

Tax Deduction “Bunching” – The Tax Cuts and Jobs Act of 2017

In my 25 years as a CPA, I rarely advised a client to claim the […]
January 1, 2018

Kiddie Tax Update

Several years ago, we wrote an article about the Kiddie Tax. The recent Tax Cuts and […]
December 20, 2016

Preparing for Tax Law Changes—Actions to Consider Now

For the reader with the short attention span, here is a brief list of actions […]
September 20, 2016

A ZERO-Percent Tax Rate? Are you missing out on the 0% tax rate on dividends and capital gains?

Even individuals with significant assets may qualify for the zero percent federal tax rate on […]
June 28, 2015

Hidden Taxes

Many US taxpayers recall the high income tax rates of the early 1980’s. In 1981, […]