Tax Planning

Tax Planning Strategies During Market Declines

Market volatility can provide plenty of opportunities for portfolio rebalancing and this is especially true when markets enter “correction mode”.

How To Prepare For Tax Season

Many people put off dealing with their tax information because it can feel overwhelming. Starting early, being organized, and staying

Five Tax Planning Opportunities

Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of

Save More For Retirement With Your Health Savings Account

As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings

Make the Most of the 2018 Tax Law Changes

A year ago, Congress enacted significant changes to the U.S. tax code, which took effect on Jan. 1, 2018. One

Gifting to avoid taxes? You might not need to.

Many people know that giving away assets before your death can protect your heirs from paying estate taxes, which can

Social Security Strategies

Social Security benefits are an important factor in retirement planning. Unfortunately, many Americans start collecting their payments too early, potentially

The “Tax Cuts and Jobs Act” What to Expect from Recent Changes to the Tax Code

On December 22, 2017 the “Tax Cuts and Jobs Act” was signed into law. In general, it lowers tax rates,

Charitable Gift Fund FAQs

A Charitable Gift Fund (CGF) is a great way to manage donations to your favorite causes while optimizing your tax

Tax Considerations For Nonresident Aliens Working in the U.S.

U.S citizens, permanent residents (green card holders) and individuals who pass the substantial presence test (183 days over a 3-year

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