Tax Law

February 14, 2020

Estate Planning: Keep Your Eye on the Sunset

“Go big or don’t bother.”  Those are the words we find ourselves saying to clients […]
February 11, 2020

The SECURE Act: A Few Things You Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed […]
August 14, 2019

Stretch IRAs: Here to Stay or Going Away?

Several clients have asked about the proposed SECURE Act legislation and its negative impact on […]
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 […]
June 15, 2017

Estate Planning Update: Portability Filing Relief

The modern federal estate tax, sometimes called the “death tax,” was enacted in 1916. Since […]
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 […]