2020 Year-End Tax Planning for Individuals

12.9.20 | Tax Planning

As the end of 2020 approaches, we can all agree that this year is unlike any other. The coronavirus pandemic and natural disasters have had a significant impact on the tax situation for...

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Value of Charitable Gifting from an IRA Under the New Tax Law

6.22.18 | Financial Planning

Value of Charitable Gifting from an IRA Under the New Tax Law In late 2017, Congress passed the new tax law that contained numerous changes to the then existing law.  One provision that...

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Year-End Planning for Potential Tax Reform

12.7.17 | Tax Planning

        As you have probably read, the Senate passed its own version of the “Tax Cuts and Jobs Act” early Saturday morning.  To work out the differences between the House...

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