December 19th, 2017

The Tax Cuts and Jobs Act of 2017: How Will the Bill Effect You?

The Tax Cuts and Jobs Act of 2017 hasn’t been formally ratified by the U.S. House and Senate, but with votes scheduled for the House this afternoon and the Senate late tonight, the bill will likely be sent to the President’s desk by tomorrow morning. As you probably know, the House and Senate versions were … Continue reading “The Tax Cuts and Jobs Act of 2017: How Will the Bill Effect You?”

May 16th, 2017

What Are Your Odds of Being Audited?

Nearly a month following the 2016 federal income tax filing deadline.

December 14th, 2016

Tax & Estate Planning Update for Married Same-Sex Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate planning for married gay and lesbian couples. If you are filing a joint tax return for 2016 or thinking about updating your estate plan, we have some important things to remember. You can file jointly for 2016 if you married at any time … Continue reading “Tax & Estate Planning Update for Married Same-Sex Couples”

November 14th, 2016

Mutual Funds and Capital Gains: Could You Be Making a Costly Mistake?

If you’re thinking about buying mutual funds before the end of the year, consider this. We’re currently several years into a bull market. Prior to the election, the market had had a broad rally since 2009. Then, Trump defied the odds. In the week following his surprising win, the markets responded to the President-elect’s pledge … Continue reading “Mutual Funds and Capital Gains: Could You Be Making a Costly Mistake?”