Are state and local taxes reasons for relocation?
As many people are all too aware, some states and localities impose higher income and property [...]
Information on New Tax Plan – Part 2
As a follow up to our newsletter distributed last week, we wanted to provide more information [...]
1099 Forms – Independent Contractor vs. Employee
With today’s growing complexity of tax rules, two long-standing issues receiving more IRS [...]
Taxable Versus Tax-Deferred Accounts
Some people do all of their investing in an employer-sponsored retirement plan where earnings [...]
Information on New Tax Plan
The Tax Cuts and Jobs Act, H.R. 1, agreed to by a congressional conference committee on Friday [...]
Year-End Tax Planning
President Trump urged far-reaching changes to the Internal Revenue Code. Full details of this [...]
Sell High, Buy Low
Studies indicate that savvy asset allocation may lead to long-term investment success. [...]
Be Cautious With Hard to Value IRAs
Virtually any investment can go into an IRA, other then life insurance and collectibles. In [...]
Planning for today’s pensions and more
Beyond age 70 1/2, you generally must withdraw at least a certain amount from your retirement [...]
The President-Elect’s Tax Plan
Donald Trump’s election victory, along with Republican congressional control, foreshadows [...]
